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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 | $55,593 | $118,869-53.2% | $96,575-42.4% | $167,518-66.8% |
| Participation rate | 57.1% | 75.5%-18.3pp | 69.8%-12.7pp | 82.1%-25.0pp |
| Annual return | 13.43% | 50.49%-37.1pp | 37.79%-24.4pp | 478.71%-465.3pp |
| Employer contribution / active EE | $1,253 | $3,120-59.8% | $2,357-46.8% | $4,838-74.1% |
| Participant deferral / active EE | $1,303 | $4,616-71.8% | $3,849-66.1% | $6,342-79.4% |
| Admin fee / account holder | $1,646 | $8,067-79.6% | $6,182-73.4% | $12,312-86.6% |