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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 | $49,564 | $47,479+4.4% | $62,929-21.2% | $82,448-39.9% |
| Participation rate | 12.5% | 66.9%-54.4pp | 73.1%-60.6pp | 68.1%-55.6pp |
| Annual return | 20.30% | 20.34%0pp | 1063.93%-1043.6pp | 41.64%-21.3pp |
| Employer contribution / active EE | $379 | $1,885-79.9% | $2,505-84.9% | $2,551-85.1% |
| Participant deferral / active EE | $822 | $2,870-71.3% | $3,888-78.8% | $4,139-80.1% |
| Admin fee / account holder | $564 | $3,804-85.2% | $5,065-88.9% | $7,234-92.2% |