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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 | $49,634 | $111,535-55.5% | $105,223-52.8% | $137,256-63.8% |
| Participation rate | 23.1% | 78.1%-55.0pp | 75.0%-52.0pp | 80.0%-56.9pp |
| Annual return | 11.64% | 237.85%-226.2pp | 180.65%-169.0pp | 220.34%-208.7pp |
| Employer contribution / active EE | $1,312 | $3,939-66.7% | $3,689-64.4% | $4,156-68.4% |
| Participant deferral / active EE | $2,927 | $5,500-46.8% | $5,072-42.3% | $6,407-54.3% |
| Admin fee / account holder | $10,517 | $9,721+8.2% | $8,859+18.7% | $12,270-14.3% |