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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 | $50,052 | $125,193-60.0% | $105,591-52.6% | $145,978-65.7% |
| Participation rate | 40.9% | 77.6%-36.7pp | 75.3%-34.4pp | 80.3%-39.4pp |
| Annual return | 13.20% | 225.53%-212.3pp | 116.43%-103.2pp | 550.52%-537.3pp |
| Employer contribution / active EE | $1,108 | $3,718-70.2% | $3,166-65.0% | $4,662-76.2% |
| Participant deferral / active EE | $1,713 | $5,708-70.0% | $5,008-65.8% | $6,690-74.4% |
| Admin fee / account holder | $527 | $17,277-97.0% | $11,024-95.2% | $13,400-96.1% |