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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 | $43,984 | $72,071-39.0% | $68,368-35.7% | $137,256-68.0% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 15.20% | 353.14%-337.9pp | 292.57%-277.4pp | 220.34%-205.1pp |
| Employer contribution / active EE | $1,594 | $2,788-42.8% | $2,649-39.8% | $4,156-61.7% |
| Participant deferral / active EE | $5,117 | $4,410+16.0% | $4,123+24.1% | $6,407-20.1% |
| Admin fee / account holder | $6,477 | $5,336+21.4% | $5,150+25.8% | $12,270-47.2% |