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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 | $50,287 | $58,311-13.8% | $81,882-38.6% | $80,959-37.9% |
| Participation rate | 47.3% | 63.5%-16.2pp | 72.4%-25.1pp | 67.7%-20.4pp |
| Annual return | 13.20% | 41.85%-28.7pp | 779.47%-766.3pp | 35.67%-22.5pp |
| Employer contribution / active EE | $1,053 | $2,347-55.1% | $2,916-63.9% | $2,757-61.8% |
| Participant deferral / active EE | $1,512 | $3,287-54.0% | $4,323-65.0% | $4,300-64.8% |
| Admin fee / account holder | $2,720 | $4,752-42.8% | $7,360-63.0% | $6,925-60.7% |