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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 | $48,195 | $111,878-56.9% | $93,727-48.6% | $145,897-67.0% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 18.78% | 204.28%-185.5pp | 133.83%-115.1pp | 552.29%-533.5pp |
| Employer contribution / active EE | $667 | $3,092-78.4% | $2,421-72.5% | $4,663-85.7% |
| Participant deferral / active EE | $10,223 | $4,920+107.8% | $4,417+131.4% | $6,689+52.8% |
| Admin fee / account holder | $664 | $10,256-93.5% | $8,292-92.0% | $13,390-95.0% |