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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 | $61,493 | $72,071-14.7% | $68,368-10.1% | $137,256-55.2% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 19.57% | 353.14%-333.6pp | 292.57%-273.0pp | 220.34%-200.8pp |
| Employer contribution / active EE | $1,147 | $2,788-58.9% | $2,649-56.7% | $4,156-72.4% |
| Participant deferral / active EE | $1,508 | $4,410-65.8% | $4,123-63.4% | $6,407-76.5% |
| Admin fee / account holder | $2,639 | $5,336-50.5% | $5,150-48.8% | $12,270-78.5% |