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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 | $62,252 | $105,200-40.8% | $159,474-61.0% | $85,847-27.5% |
| Participation rate | 52.4% | 75.8%-23.4pp | 82.8%-30.4pp | 69.3%-16.9pp |
| Annual return | 15.17% | 45.08%-29.9pp | 263.68%-248.5pp | 318.61%-303.4pp |
| Employer contribution / active EE | $1,163 | $3,319-65.0% | $4,831-75.9% | $2,565-54.7% |
| Participant deferral / active EE | $2,761 | $5,946-53.6% | $7,353-62.5% | $3,952-30.1% |
| Admin fee / account holder | $4,888 | $6,934-29.5% | $10,802-54.8% | $6,261-21.9% |