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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 | $50,478 | $124,351-59.4% | $109,188-53.8% | $167,553-69.9% |
| Participation rate | 53.8% | 79.4%-25.6pp | 75.9%-22.0pp | 82.1%-28.3pp |
| Annual return | 19.62% | 26.04%-6.4pp | 25.76%-6.1pp | 478.89%-459.3pp |
| Employer contribution / active EE | $2,093 | $4,210-50.3% | $3,723-43.8% | $4,840-56.7% |
| Participant deferral / active EE | $4,449 | $5,257-15.4% | $4,654-4.4% | $6,343-29.8% |
| Admin fee / account holder | $8,419 | $7,975+5.6% | $6,755+24.6% | $12,316-31.6% |