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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 | $50,155 | $106,905-53.1% | $84,020-40.3% | $152,885-67.2% |
| Participation rate | 50.0% | 75.2%-25.2pp | 69.0%-19.0pp | 82.5%-32.5pp |
| Annual return | 27.66% | 105.00%-77.3pp | 71.31%-43.7pp | 345.39%-317.7pp |
| Employer contribution / active EE | $730 | $2,735-73.3% | $1,984-63.2% | $4,763-84.7% |
| Participant deferral / active EE | $3,200 | $4,012-20.2% | $3,239-1.2% | $5,851-45.3% |
| Admin fee / account holder | $918 | $8,287-88.9% | $6,101-84.9% | $11,598-92.1% |