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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 | $59,554 | $70,366-15.4% | $66,674-10.7% | $138,895-57.1% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.7%-23.7pp | 79.9%-29.9pp |
| Annual return | 17.87% | 386.41%-368.5pp | 321.24%-303.4pp | 145.39%-127.5pp |
| Employer contribution / active EE | $1,239 | $2,765-55.2% | $2,620-52.7% | $4,194-70.5% |
| Participant deferral / active EE | $4,967 | $4,374+13.5% | $4,084+21.6% | $6,396-22.3% |
| Admin fee / account holder | $1,501 | $5,262-71.5% | $5,098-70.6% | $12,562-88.1% |