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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 | $52,945 | $115,814-54.3% | $101,275-47.7% | $158,982-66.7% |
| Participation rate | 45.5% | 79.4%-33.9pp | 75.8%-30.4pp | 82.0%-36.5pp |
| Annual return | 16.42% | 56.16%-39.7pp | 46.48%-30.1pp | 302.99%-286.6pp |
| Employer contribution / active EE | $1,734 | $4,176-58.5% | $3,660-52.6% | $4,763-63.6% |
| Participant deferral / active EE | $3,183 | $4,958-35.8% | $4,371-27.2% | $5,983-46.8% |
| Admin fee / account holder | $13,475 | $7,249+85.9% | $5,948+126.5% | $11,252+19.8% |