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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 | $50,052 | $63,861-21.6% | $104,625-52.2% | $79,852-37.3% |
| Participation rate | 42.5% | 64.9%-22.4pp | 74.1%-31.6pp | 69.6%-27.1pp |
| Annual return | 13.37% | 21.30%-7.9pp | 340.60%-327.2pp | 31.72%-18.3pp |
| Employer contribution / active EE | $782 | $1,588-50.7% | $2,681-70.8% | $2,471-68.3% |
| Participant deferral / active EE | $1,526 | $2,693-43.3% | $3,738-59.2% | $3,740-59.2% |
| Admin fee / account holder | $333 | $4,185-92.0% | $6,465-94.8% | $5,306-93.7% |