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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 | $53,809 | $175,231-69.3% | $149,696-64.1% | $139,466-61.4% |
| Participation rate | 56.3% | 83.4%-27.1pp | 78.8%-22.5pp | 80.3%-24.1pp |
| Annual return | 15.16% | 166.77%-151.6pp | 134.46%-119.3pp | 373.66%-358.5pp |
| Employer contribution / active EE | $1,411 | $5,478-74.2% | $4,821-70.7% | $4,754-70.3% |
| Participant deferral / active EE | $3,502 | $6,521-46.3% | $5,682-38.4% | $6,712-47.8% |
| Admin fee / account holder | $8,542 | $16,155-47.1% | $13,212-35.3% | $11,409-25.1% |