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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 | $50,077 | $148,629-66.3% | $135,982-63.2% | $139,487-64.1% |
| Participation rate | 59.1% | 83.9%-24.8pp | 81.9%-22.8pp | 80.3%-21.2pp |
| Annual return | 23.35% | 79.33%-56.0pp | 68.32%-45.0pp | 373.84%-350.5pp |
| Employer contribution / active EE | $1,790 | $5,247-65.9% | $4,859-63.2% | $4,755-62.4% |
| Participant deferral / active EE | $5,181 | $8,102-36.1% | $7,760-33.2% | $6,713-22.8% |
| Admin fee / account holder | $6,846 | $12,406-44.8% | $10,767-36.4% | $11,407-40.0% |