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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 | $55,316 | $183,516-69.9% | $155,534-64.4% | $145,884-62.1% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 21.27% | 61.43%-40.2pp | 64.92%-43.6pp | 551.85%-530.6pp |
| Employer contribution / active EE | $1,406 | $5,315-73.5% | $4,675-69.9% | $4,662-69.8% |
| Participant deferral / active EE | $4,586 | $6,467-29.1% | $5,630-18.6% | $6,690-31.5% |
| Admin fee / account holder | $1,126 | $19,293-94.2% | $15,900-92.9% | $13,392-91.6% |