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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 | $51,470 | $152,592-66.3% | $125,180-58.9% | $152,885-66.3% |
| Participation rate | 57.1% | 83.3%-26.2pp | 79.8%-22.6pp | 82.5%-25.3pp |
| Annual return | 17.75% | 54.84%-37.1pp | 43.79%-26.0pp | 345.39%-327.6pp |
| Employer contribution / active EE | $1,118 | $4,947-77.4% | $3,866-71.1% | $4,763-76.5% |
| Participant deferral / active EE | $2,050 | $5,868-65.1% | $4,937-58.5% | $5,851-65.0% |
| Admin fee / account holder | $600 | $13,435-95.5% | $9,703-93.8% | $11,598-94.8% |