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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 | $51,249 | $129,737-60.5% | $119,126-57.0% | $154,746-66.9% |
| Participation rate | 50.0% | 78.9%-28.9pp | 75.8%-25.8pp | 80.7%-30.7pp |
| Annual return | 18.56% | 379.08%-360.5pp | 282.11%-263.5pp | 172.34%-153.8pp |
| Employer contribution / active EE | $2,249 | $4,375-48.6% | $4,034-44.2% | $4,379-48.6% |
| Participant deferral / active EE | $2,900 | $5,842-50.4% | $5,318-45.5% | $6,730-56.9% |
| Admin fee / account holder | $5,736 | $11,961-52.0% | $10,693-46.4% | $14,365-60.1% |