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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 | $129,737-61.2% | $119,126-57.8% | $154,746-67.5% |
| Participation rate | 44.4% | 78.9%-34.4pp | 75.8%-31.3pp | 80.7%-36.3pp |
| Annual return | 17.26% | 379.08%-361.8pp | 282.11%-264.9pp | 172.34%-155.1pp |
| Employer contribution / active EE | $1,875 | $4,375-57.1% | $4,034-53.5% | $4,379-57.2% |
| Participant deferral / active EE | $5,086 | $5,842-12.9% | $5,318-4.4% | $6,730-24.4% |
| Admin fee / account holder | $1,365 | $11,961-88.6% | $10,693-87.2% | $14,365-90.5% |