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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 | $55,941 | $107,368-47.9% | $92,915-39.8% | $152,909-63.4% |
| Participation rate | 57.1% | 79.8%-22.6pp | 76.0%-18.9pp | 82.5%-25.3pp |
| Annual return | 23.32% | 145.64%-122.3pp | 109.45%-86.1pp | 345.46%-322.1pp |
| Employer contribution / active EE | $2,486 | $4,222-41.1% | $3,653-32.0% | $4,764-47.8% |
| Participant deferral / active EE | $2,486 | $4,848-48.7% | $4,238-41.3% | $5,851-57.5% |
| Admin fee / account holder | $478 | $7,082-93.2% | $5,796-91.7% | $11,601-95.9% |