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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 | $56,346 | $135,645-58.5% | $110,243-48.9% | $135,380-58.4% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.8%-29.8pp | 82.6%-32.6pp |
| Annual return | 6.49% | 513.24%-506.8pp | 314.76%-308.3pp | 519.81%-513.3pp |
| Employer contribution / active EE | $1,395 | $4,907-71.6% | $3,827-63.5% | $4,779-70.8% |
| Participant deferral / active EE | $3,166 | $5,507-42.5% | $4,672-32.2% | $5,609-43.6% |
| Admin fee / account holder | $518 | $11,458-95.5% | $8,548-93.9% | $10,828-95.2% |