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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 | $51,924 | $118,695-56.3% | $98,916-47.5% | $158,950-67.3% |
| Participation rate | 54.5% | 77.8%-23.3pp | 76.0%-21.5pp | 82.0%-27.4pp |
| Annual return | 16.33% | 372.39%-356.1pp | 196.45%-180.1pp | 302.91%-286.6pp |
| Employer contribution / active EE | $1,687 | $3,333-49.4% | $2,689-37.3% | $4,762-64.6% |
| Participant deferral / active EE | $3,089 | $5,088-39.3% | $4,245-27.2% | $5,983-48.4% |
| Admin fee / account holder | $4,312 | $10,132-57.4% | $6,642-35.1% | $11,248-61.7% |