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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 | $52,036 | $55,470-6.2% | $155,556-66.5% | $74,478-30.1% |
| Participation rate | 42.9% | 61.9%-19.0pp | 78.2%-35.4pp | 67.2%-24.4pp |
| Annual return | 17.42% | 269.80%-252.4pp | 64.84%-47.4pp | 1370.56%-1353.1pp |
| Employer contribution / active EE | $652 | $2,267-71.2% | $4,675-86.0% | $2,626-75.2% |
| Participant deferral / active EE | $1,916 | $2,838-32.5% | $5,631-66.0% | $4,350-56.0% |
| Admin fee / account holder | $1,689 | $1,744-3.2% | $15,885-89.4% | $1,946-13.2% |