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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,484 | $162,529-64.6% | $130,788-56.0% | $154,746-62.9% |
| Participation rate | 50.0% | 75.9%-25.9pp | 70.1%-20.1pp | 80.7%-30.7pp |
| Annual return | 14.37% | 510.48%-496.1pp | 386.44%-372.1pp | 172.34%-158.0pp |
| Employer contribution / active EE | $1,206 | $4,447-72.9% | $3,558-66.1% | $4,379-72.5% |
| Participant deferral / active EE | $7,205 | $4,808+49.8% | $4,137+74.1% | $6,730+7.0% |
| Admin fee / account holder | $6,441 | $7,669-16.0% | $6,673-3.5% | $14,365-55.2% |