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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 | $50,187 | $111,535-55.0% | $105,223-52.3% | $137,256-63.4% |
| Participation rate | 16.7% | 78.1%-61.4pp | 75.0%-58.4pp | 80.0%-63.3pp |
| Annual return | 16.00% | 237.85%-221.8pp | 180.65%-164.6pp | 220.34%-204.3pp |
| Employer contribution / active EE | $1,156 | $3,939-70.6% | $3,689-68.7% | $4,156-72.2% |
| Participant deferral / active EE | $2,781 | $5,500-49.4% | $5,072-45.2% | $6,407-56.6% |
| Admin fee / account holder | $45,552 | $9,721+368.6% | $8,859+414.2% | $12,270+271.2% |