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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 | $55,437 | $104,709-47.1% | $85,705-35.3% | $167,553-66.9% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.9%-19.9pp | 82.1%-32.1pp |
| Annual return | 16.19% | 21.45%-5.3pp | 21.49%-5.3pp | 478.89%-462.7pp |
| Employer contribution / active EE | $887 | $3,338-73.4% | $2,619-66.1% | $4,840-81.7% |
| Participant deferral / active EE | $3,177 | $4,827-34.2% | $3,924-19.0% | $6,343-49.9% |
| Admin fee / account holder | $1,056 | $10,036-89.5% | $6,877-84.6% | $12,316-91.4% |