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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 | $49,662 | $157,276-68.4% | $141,177-64.8% | $152,885-67.5% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.5%-25.3pp |
| Annual return | 21.07% | 64.33%-43.3pp | 71.40%-50.3pp | 345.39%-324.3pp |
| Employer contribution / active EE | $1,980 | $5,262-62.4% | $4,736-58.2% | $4,763-58.4% |
| Participant deferral / active EE | $5,828 | $7,110-18.0% | $6,710-13.1% | $5,851-0.4% |
| Admin fee / account holder | $4,379 | $12,123-63.9% | $10,263-57.3% | $11,598-62.2% |