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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 | $49,447 | $81,208-39.1% | $98,920-50.0% | $79,856-38.1% |
| Participation rate | 57.5% | 72.5%-15.0pp | 76.0%-18.6pp | 69.6%-12.2pp |
| Annual return | 18.09% | 60.99%-42.9pp | 196.47%-178.4pp | 31.71%-13.6pp |
| Employer contribution / active EE | $1,404 | $1,960-28.4% | $2,689-47.8% | $2,471-43.2% |
| Participant deferral / active EE | $2,230 | $3,265-31.7% | $4,245-47.5% | $3,741-40.4% |
| Admin fee / account holder | $2,745 | $6,013-54.3% | $6,643-58.7% | $5,306-48.3% |