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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 | $49,104 | $126,113-61.1% | $116,096-57.7% | $155,188-68.4% |
| Participation rate | 61.5% | 75.1%-13.6pp | 73.3%-11.8pp | 80.8%-19.3pp |
| Annual return | 15.06% | 391.72%-376.7pp | 326.25%-311.2pp | 148.84%-133.8pp |
| Employer contribution / active EE | $528 | $2,672-80.2% | $2,503-78.9% | $4,248-87.6% |
| Participant deferral / active EE | $1,318 | $4,162-68.3% | $3,952-66.7% | $6,531-79.8% |
| Admin fee / account holder | $3,967 | $8,045-50.7% | $7,704-48.5% | $14,480-72.6% |