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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 | $114,119-55.1% | $107,187-52.2% | $138,895-63.1% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 79.9%-29.9pp |
| Annual return | 18.56% | 273.21%-254.6pp | 204.55%-186.0pp | 145.39%-126.8pp |
| Employer contribution / active EE | $2,249 | $4,059-44.6% | $3,782-40.5% | $4,194-46.4% |
| Participant deferral / active EE | $2,900 | $5,538-47.6% | $5,096-43.1% | $6,396-54.7% |
| Admin fee / account holder | $5,736 | $10,024-42.8% | $9,162-37.4% | $12,562-54.3% |