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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 | $39,688 | $68,097-41.7% | $62,929-36.9% | $137,256-71.1% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.0%-30.0pp |
| Annual return | 14.63% | 1859.11%-1844.5pp | 1063.93%-1049.3pp | 220.34%-205.7pp |
| Employer contribution / active EE | $827 | $2,811-70.6% | $2,505-67.0% | $4,156-80.1% |
| Participant deferral / active EE | $3,627 | $4,553-20.3% | $3,888-6.7% | $6,407-43.4% |
| Admin fee / account holder | $8,561 | $6,521+31.3% | $5,065+69.0% | $12,270-30.2% |