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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 | $50,394 | $67,823-25.7% | $52,425-3.9% | $137,256-63.3% |
| Participation rate | 13.0% | 63.9%-50.9pp | 55.6%-42.6pp | 80.0%-66.9pp |
| Annual return | 17.21% | 219.11%-201.9pp | 302.12%-284.9pp | 220.34%-203.1pp |
| Employer contribution / active EE | $394 | $1,163-66.1% | $914-56.9% | $4,156-90.5% |
| Participant deferral / active EE | $1,023 | $2,288-55.3% | $1,790-42.9% | $6,407-84.0% |
| Admin fee / account holder | $557 | $2,844-80.4% | $2,495-77.7% | $12,270-95.5% |