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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 | $55,271 | $48,364+14.3% | $71,796-23.0% | $62,881-12.1% |
| Participation rate | 51.5% | 60.6%-9.1pp | 69.1%-17.6pp | 69.3%-17.8pp |
| Annual return | 5.40% | 13.16%-7.8pp | 78.04%-72.6pp | 20.14%-14.7pp |
| Employer contribution / active EE | $215 | $1,042-79.3% | $1,924-88.8% | $2,281-90.6% |
| Participant deferral / active EE | $1,627 | $2,091-22.2% | $2,794-41.8% | $3,203-49.2% |
| Admin fee / account holder | $355 | $3,771-90.6% | $4,815-92.6% | $4,296-91.7% |