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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 | $54,546 | $126,113-56.7% | $116,096-53.0% | $155,188-64.9% |
| Participation rate | 64.3% | 75.1%-10.9pp | 73.3%-9.0pp | 80.8%-16.5pp |
| Annual return | 8.76% | 391.72%-383.0pp | 326.25%-317.5pp | 148.84%-140.1pp |
| Employer contribution / active EE | $1,123 | $2,672-58.0% | $2,503-55.1% | $4,248-73.6% |
| Participant deferral / active EE | $1,589 | $4,162-61.8% | $3,952-59.8% | $6,531-75.7% |
| Admin fee / account holder | $2,066 | $8,045-74.3% | $7,704-73.2% | $14,480-85.7% |