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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 | $55,176 | $99,652-44.6% | $78,778-30.0% | $147,586-62.6% |
| Participation rate | 52.9% | 76.2%-23.3pp | 69.2%-16.2pp | 82.8%-29.9pp |
| Annual return | 19.57% | 47.28%-27.7pp | 35.62%-16.0pp | 578.59%-559.0pp |
| Employer contribution / active EE | $1,228 | $2,796-56.1% | $1,986-38.1% | $4,876-74.8% |
| Participant deferral / active EE | $1,583 | $3,664-56.8% | $2,958-46.5% | $5,439-70.9% |
| Admin fee / account holder | $1,693 | $7,155-76.3% | $5,134-67.0% | $10,886-84.4% |