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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 | $102,595-51.8% | $94,057-47.4% | $154,746-68.1% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 18.38% | 583.42%-565.0pp | 480.62%-462.2pp | 172.34%-154.0pp |
| Employer contribution / active EE | $836 | $3,147-73.4% | $2,933-71.5% | $4,379-80.9% |
| Participant deferral / active EE | $2,763 | $5,118-46.0% | $4,709-41.3% | $6,730-58.9% |
| Admin fee / account holder | $1,430 | $7,736-81.5% | $7,244-80.3% | $14,365-90.0% |