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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 | $100,073-48.9% | $85,126-39.9% | $145,877-64.9% |
| Participation rate | 13.0% | 74.1%-61.1pp | 67.5%-54.5pp | 80.3%-67.3pp |
| Annual return | 11.55% | 84.11%-72.6pp | 66.63%-55.1pp | 551.28%-539.7pp |
| Employer contribution / active EE | $793 | $3,236-75.5% | $2,731-71.0% | $4,663-83.0% |
| Participant deferral / active EE | $2,157 | $5,294-59.3% | $4,523-52.3% | $6,691-67.8% |
| Admin fee / account holder | $1,648 | $7,261-77.3% | $6,160-73.2% | $13,402-87.7% |