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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 | $53,228 | $90,486-41.2% | $78,676-32.3% | $273,972-80.6% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | 5.33% | 75.62%-70.3pp | 62.19%-56.9pp | 41.46%-36.1pp |
| Employer contribution / active EE | $560 | $3,175-82.4% | $2,850-80.3% | $4,869-88.5% |
| Participant deferral / active EE | $1,225 | $3,901-68.6% | $3,517-65.2% | $5,287-76.8% |
| Admin fee / account holder | $60,556 | $5,263+1050.5% | $4,510+1242.7% | $10,133+497.6% |