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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 | $57,910 | $105,145-44.9% | $94,664-38.8% | $139,466-58.5% |
| Participation rate | 47.4% | 82.4%-35.0pp | 80.8%-33.5pp | 80.3%-33.0pp |
| Annual return | 19.18% | 38.09%-18.9pp | 156.84%-137.7pp | 373.66%-354.5pp |
| Employer contribution / active EE | $1,299 | $4,107-68.4% | $3,673-64.6% | $4,754-72.7% |
| Participant deferral / active EE | $3,600 | $7,599-52.6% | $7,417-51.5% | $6,712-46.4% |
| Admin fee / account holder | $2,564 | $8,972-71.4% | $7,222-64.5% | $11,409-77.5% |