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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 | $52,662 | $90,486-41.8% | $78,676-33.1% | $273,972-80.8% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | 8.47% | 75.62%-67.2pp | 62.19%-53.7pp | 41.46%-33.0pp |
| Employer contribution / active EE | $526 | $3,175-83.4% | $2,850-81.5% | $4,869-89.2% |
| Participant deferral / active EE | $729 | $3,901-81.3% | $3,517-79.3% | $5,287-86.2% |
| Admin fee / account holder | $3,302 | $5,263-37.3% | $4,510-26.8% | $10,133-67.4% |