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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 | $50,607 | $69,248-26.9% | $64,101-21.1% | $139,466-63.7% |
| Participation rate | 45.5% | 75.6%-30.1pp | 72.3%-26.9pp | 80.3%-34.9pp |
| Annual return | 16.09% | 45.95%-29.9pp | 33.72%-17.6pp | 373.66%-357.6pp |
| Employer contribution / active EE | $1,051 | $3,185-67.0% | $2,749-61.8% | $4,754-77.9% |
| Participant deferral / active EE | $3,774 | $4,682-19.4% | $3,881-2.8% | $6,712-43.8% |
| Admin fee / account holder | $2,179 | $4,247-48.7% | $3,070-29.0% | $11,409-80.9% |