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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 | $52,332 | $99,652-47.5% | $78,778-33.6% | $147,586-64.5% |
| Participation rate | 68.2% | 76.2%-8.0pp | 69.2%-1.0pp | 82.8%-14.6pp |
| Annual return | 16.61% | 47.28%-30.7pp | 35.62%-19.0pp | 578.59%-562.0pp |
| Employer contribution / active EE | $497 | $2,796-82.2% | $1,986-75.0% | $4,876-89.8% |
| Participant deferral / active EE | $2,488 | $3,664-32.1% | $2,958-15.9% | $5,439-54.2% |
| Admin fee / account holder | $1,223 | $7,155-82.9% | $5,134-76.2% | $10,886-88.8% |