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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 | $52,503 | $72,071-27.2% | $68,368-23.2% | $137,256-61.7% |
| Participation rate | 42.9% | 76.2%-33.4pp | 73.8%-30.9pp | 80.0%-37.1pp |
| Annual return | 14.32% | 353.14%-338.8pp | 292.57%-278.2pp | 220.34%-206.0pp |
| Employer contribution / active EE | $1,149 | $2,788-58.8% | $2,649-56.6% | $4,156-72.4% |
| Participant deferral / active EE | $2,903 | $4,410-34.2% | $4,123-29.6% | $6,407-54.7% |
| Admin fee / account holder | $9,555 | $5,336+79.1% | $5,150+85.5% | $12,270-22.1% |