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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 | $49,257 | $232,540-78.8% | $185,117-73.4% | $147,586-66.6% |
| Participation rate | 52.4% | 82.4%-30.0pp | 77.3%-24.9pp | 82.8%-30.4pp |
| Annual return | 6.90% | 43.03%-36.1pp | 40.50%-33.6pp | 578.59%-571.7pp |
| Employer contribution / active EE | $1,955 | $5,195-62.4% | $4,182-53.2% | $4,876-59.9% |
| Participant deferral / active EE | $2,393 | $5,834-59.0% | $5,045-52.6% | $5,439-56.0% |
| Admin fee / account holder | $4,145 | $10,275-59.7% | $8,159-49.2% | $10,886-61.9% |