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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 | $47,991 | $165,361-71.0% | $149,715-67.9% | $158,950-69.8% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 9.54% | 348.24%-338.7pp | 276.66%-267.1pp | 302.91%-293.4pp |
| Employer contribution / active EE | $1,494 | $5,103-70.7% | $4,645-67.8% | $4,762-68.6% |
| Participant deferral / active EE | $2,431 | $7,182-66.2% | $6,842-64.5% | $5,983-59.4% |
| Admin fee / account holder | $1,378 | $10,808-87.2% | $9,310-85.2% | $11,248-87.7% |