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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 | $50,299 | $111,535-54.9% | $105,223-52.2% | $137,256-63.4% |
| Participation rate | 44.4% | 78.1%-33.6pp | 75.0%-30.6pp | 80.0%-35.5pp |
| Annual return | 17.26% | 237.85%-220.6pp | 180.65%-163.4pp | 220.34%-203.1pp |
| Employer contribution / active EE | $1,875 | $3,939-52.4% | $3,689-49.2% | $4,156-54.9% |
| Participant deferral / active EE | $5,086 | $5,500-7.5% | $5,072+0.3% | $6,407-20.6% |
| Admin fee / account holder | $1,365 | $9,721-86.0% | $8,859-84.6% | $12,270-88.9% |