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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 | $43,053 | $90,397-52.4% | $76,002-43.4% | $145,959-70.5% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 13.23% | 621.97%-608.7pp | 360.07%-346.8pp | 561.95%-548.7pp |
| Employer contribution / active EE | $1,508 | $3,317-54.5% | $2,688-43.9% | $4,661-67.6% |
| Participant deferral / active EE | $3,040 | $5,163-41.1% | $4,257-28.6% | $6,689-54.6% |
| Admin fee / account holder | $2,535 | $8,369-69.7% | $6,414-60.5% | $13,398-81.1% |