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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 | $49,428 | $70,366-29.8% | $66,674-25.9% | $138,895-64.4% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.7%-23.7pp | 79.9%-29.9pp |
| Annual return | 18.38% | 386.41%-368.0pp | 321.24%-302.9pp | 145.39%-127.0pp |
| Employer contribution / active EE | $836 | $2,765-69.8% | $2,620-68.1% | $4,194-80.1% |
| Participant deferral / active EE | $2,763 | $4,374-36.8% | $4,084-32.3% | $6,396-56.8% |
| Admin fee / account holder | $1,430 | $5,262-72.8% | $5,098-71.9% | $12,562-88.6% |