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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 | $49,384 | $109,372-54.8% | $89,414-44.8% | $158,966-68.9% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.0%-18.0pp | 82.0%-32.0pp |
| Annual return | 16.03% | 345.55%-329.5pp | 245.50%-229.5pp | 302.95%-286.9pp |
| Employer contribution / active EE | $795 | $3,171-74.9% | $2,586-69.3% | $4,762-83.3% |
| Participant deferral / active EE | $1,321 | $4,598-71.3% | $3,890-66.0% | $5,983-77.9% |
| Admin fee / account holder | $1,597 | $6,156-74.1% | $4,883-67.3% | $11,250-85.8% |