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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 | $47,733 | $209,425-77.2% | $178,499-73.3% | $158,966-70.0% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 17.56% | 188.80%-171.2pp | 151.10%-133.5pp | 302.95%-285.4pp |
| Employer contribution / active EE | $1,217 | $5,707-78.7% | $5,011-75.7% | $4,762-74.4% |
| Participant deferral / active EE | $2,635 | $5,955-55.7% | $5,202-49.3% | $5,983-56.0% |
| Admin fee / account holder | $4,029 | $17,078-76.4% | $13,986-71.2% | $11,250-64.2% |