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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 | $49,854 | $162,529-69.3% | $130,788-61.9% | $154,746-67.8% |
| Participation rate | 57.1% | 75.9%-18.7pp | 70.1%-13.0pp | 80.7%-23.6pp |
| Annual return | 16.84% | 510.48%-493.6pp | 386.44%-369.6pp | 172.34%-155.5pp |
| Employer contribution / active EE | $1,545 | $4,447-65.3% | $3,558-56.6% | $4,379-64.7% |
| Participant deferral / active EE | $6,167 | $4,808+28.3% | $4,137+49.1% | $6,730-8.4% |
| Admin fee / account holder | $449 | $7,669-94.1% | $6,673-93.3% | $14,365-96.9% |