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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 | $51,132 | $100,203-49.0% | $85,240-40.0% | $145,897-65.0% |
| Participation rate | 13.0% | 74.1%-61.1pp | 67.5%-54.5pp | 80.3%-67.3pp |
| Annual return | 11.55% | 84.28%-72.7pp | 66.75%-55.2pp | 552.29%-540.7pp |
| Employer contribution / active EE | $793 | $3,242-75.5% | $2,735-71.0% | $4,663-83.0% |
| Participant deferral / active EE | $2,157 | $5,299-59.3% | $4,527-52.4% | $6,689-67.8% |
| Admin fee / account holder | $1,648 | $7,265-77.3% | $6,165-73.3% | $13,390-87.7% |