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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 | $48,863 | $118,695-58.8% | $98,916-50.6% | $158,950-69.3% |
| Participation rate | 36.8% | 77.8%-41.0pp | 76.0%-39.2pp | 82.0%-45.1pp |
| Annual return | 5.55% | 372.39%-366.8pp | 196.45%-190.9pp | 302.91%-297.4pp |
| Employer contribution / active EE | $1,060 | $3,333-68.2% | $2,689-60.6% | $4,762-77.7% |
| Participant deferral / active EE | $1,643 | $5,088-67.7% | $4,245-61.3% | $5,983-72.5% |
| Admin fee / account holder | $584 | $10,132-94.2% | $6,642-91.2% | $11,248-94.8% |