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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 | $44,066 | $176,402-75.0% | $134,162-67.2% | $158,966-72.3% |
| Participation rate | 53.8% | 78.7%-24.9pp | 72.2%-18.3pp | 82.0%-28.1pp |
| Annual return | 22.85% | 63.66%-40.8pp | 36.35%-13.5pp | 302.95%-280.1pp |
| Employer contribution / active EE | $1,172 | $5,042-76.7% | $3,705-68.4% | $4,762-75.4% |
| Participant deferral / active EE | $1,550 | $4,093-62.1% | $3,500-55.7% | $5,983-74.1% |
| Admin fee / account holder | $4,979 | $8,719-42.9% | $6,685-25.5% | $11,250-55.7% |