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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 | $50,547 | $157,296-67.9% | $141,191-64.2% | $152,897-66.9% |
| Participation rate | 35.7% | 84.8%-49.1pp | 82.5%-46.8pp | 82.5%-46.7pp |
| Annual return | 22.56% | 64.34%-41.8pp | 71.41%-48.8pp | 345.43%-322.9pp |
| Employer contribution / active EE | $1,364 | $5,262-74.1% | $4,736-71.2% | $4,764-71.4% |
| Participant deferral / active EE | $4,020 | $7,111-43.5% | $6,710-40.1% | $5,851-31.3% |
| Admin fee / account holder | $1,162 | $12,125-90.4% | $10,264-88.7% | $11,599-90.0% |