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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 | $48,461 | $124,346-61.0% | $111,308-56.5% | $167,536-71.1% |
| Participation rate | 63.6% | 79.6%-16.0pp | 77.3%-13.7pp | 82.1%-18.5pp |
| Annual return | 12.79% | 37.45%-24.7pp | 54.67%-41.9pp | 478.82%-466.0pp |
| Employer contribution / active EE | $1,056 | $3,437-69.3% | $2,732-61.3% | $4,839-78.2% |
| Participant deferral / active EE | $2,331 | $5,182-55.0% | $4,487-48.1% | $6,342-63.3% |
| Admin fee / account holder | $1,165 | $10,621-89.0% | $7,965-85.4% | $12,315-90.5% |