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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 | $114,119-56.0% | $107,187-53.2% | $138,895-63.9% |
| Participation rate | 16.7% | 78.1%-61.4pp | 75.0%-58.4pp | 79.9%-63.3pp |
| Annual return | 16.00% | 273.21%-257.2pp | 204.55%-188.5pp | 145.39%-129.4pp |
| Employer contribution / active EE | $1,156 | $4,059-71.5% | $3,782-69.4% | $4,194-72.4% |
| Participant deferral / active EE | $2,781 | $5,538-49.8% | $5,096-45.4% | $6,396-56.5% |
| Admin fee / account holder | $45,552 | $10,024+354.4% | $9,162+397.2% | $12,562+262.6% |