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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 | $51,651 | $115,810-55.4% | $101,271-49.0% | $158,966-67.5% |
| Participation rate | 63.6% | 79.4%-15.7pp | 75.8%-12.2pp | 82.0%-18.3pp |
| Annual return | 15.29% | 56.15%-40.9pp | 46.48%-31.2pp | 302.95%-287.7pp |
| Employer contribution / active EE | $780 | $4,175-81.3% | $3,660-78.7% | $4,762-83.6% |
| Participant deferral / active EE | $2,243 | $4,958-54.8% | $4,371-48.7% | $5,983-62.5% |
| Admin fee / account holder | $4,303 | $7,248-40.6% | $5,948-27.7% | $11,250-61.8% |