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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 | $51,304 | $112,935-54.6% | $90,970-43.6% | $158,966-67.7% |
| Participation rate | 30.8% | 74.7%-44.0pp | 69.0%-38.2pp | 82.0%-51.2pp |
| Annual return | 9.25% | 215.79%-206.5pp | 134.58%-125.3pp | 302.95%-293.7pp |
| Employer contribution / active EE | $1,255 | $2,895-56.6% | $2,122-40.9% | $4,762-73.6% |
| Participant deferral / active EE | $3,156 | $4,129-23.6% | $3,373-6.4% | $5,983-47.2% |
| Admin fee / account holder | $3,179 | $8,045-60.5% | $5,960-46.7% | $11,250-71.7% |