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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 | $49,458 | $157,304-68.6% | $141,197-65.0% | $152,909-67.7% |
| Participation rate | 55.0% | 84.8%-29.8pp | 82.5%-27.5pp | 82.5%-27.5pp |
| Annual return | 21.31% | 64.34%-43.0pp | 71.41%-50.1pp | 345.46%-324.2pp |
| Employer contribution / active EE | $1,144 | $5,263-78.3% | $4,736-75.8% | $4,764-76.0% |
| Participant deferral / active EE | $3,347 | $7,111-52.9% | $6,710-50.1% | $5,851-42.8% |
| Admin fee / account holder | $2,818 | $12,126-76.8% | $10,265-72.5% | $11,601-75.7% |