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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 | $49,058 | $165,351-70.3% | $149,710-67.2% | $158,931-69.1% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 10.80% | 348.19%-337.4pp | 276.63%-265.8pp | 302.86%-292.1pp |
| Employer contribution / active EE | $1,322 | $5,103-74.1% | $4,645-71.5% | $4,761-72.2% |
| Participant deferral / active EE | $3,701 | $7,181-48.5% | $6,842-45.9% | $5,982-38.1% |
| Admin fee / account holder | $878 | $10,807-91.9% | $9,309-90.6% | $11,247-92.2% |