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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 | $53,838 | $72,071-25.3% | $68,368-21.3% | $137,256-60.8% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.0%-46.6pp |
| Annual return | 20.17% | 353.14%-333.0pp | 292.57%-272.4pp | 220.34%-200.2pp |
| Employer contribution / active EE | $1,156 | $2,788-58.5% | $2,649-56.4% | $4,156-72.2% |
| Participant deferral / active EE | $5,428 | $4,410+23.1% | $4,123+31.6% | $6,407-15.3% |
| Admin fee / account holder | $5,251 | $5,336-1.6% | $5,150+2.0% | $12,270-57.2% |