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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 | $54,748 | $69,248-20.9% | $64,101-14.6% | $139,466-60.7% |
| Participation rate | 50.0% | 75.6%-25.6pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 19.71% | 45.95%-26.2pp | 33.72%-14.0pp | 373.66%-354.0pp |
| Employer contribution / active EE | $1,484 | $3,185-53.4% | $2,749-46.0% | $4,754-68.8% |
| Participant deferral / active EE | $3,710 | $4,682-20.8% | $3,881-4.4% | $6,712-44.7% |
| Admin fee / account holder | $532 | $4,247-87.5% | $3,070-82.7% | $11,409-95.3% |