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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 | $50,804 | $107,368-52.7% | $92,915-45.3% | $152,909-66.8% |
| Participation rate | 28.6% | 79.8%-51.2pp | 76.0%-47.4pp | 82.5%-53.9pp |
| Annual return | 20.80% | 145.64%-124.8pp | 109.45%-88.6pp | 345.46%-324.7pp |
| Employer contribution / active EE | $1,481 | $4,222-64.9% | $3,653-59.5% | $4,764-68.9% |
| Participant deferral / active EE | $1,481 | $4,848-69.4% | $4,238-65.0% | $5,851-74.7% |
| Admin fee / account holder | $1,806 | $7,082-74.5% | $5,796-68.8% | $11,601-84.4% |