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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 | $56,203 | $129,737-56.7% | $119,126-52.8% | $154,746-63.7% |
| Participation rate | 52.6% | 78.9%-26.2pp | 75.8%-23.1pp | 80.7%-28.1pp |
| Annual return | 20.18% | 379.08%-358.9pp | 282.11%-261.9pp | 172.34%-152.2pp |
| Employer contribution / active EE | $1,966 | $4,375-55.1% | $4,034-51.3% | $4,379-55.1% |
| Participant deferral / active EE | $3,444 | $5,842-41.0% | $5,318-35.2% | $6,730-48.8% |
| Admin fee / account holder | $531 | $11,961-95.6% | $10,693-95.0% | $14,365-96.3% |