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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 | $54,487 | $148,623-63.3% | $135,974-59.9% | $139,466-60.9% |
| Participation rate | 36.8% | 83.9%-47.0pp | 81.9%-45.1pp | 80.3%-43.5pp |
| Annual return | 23.13% | 79.30%-56.2pp | 68.30%-45.2pp | 373.66%-350.5pp |
| Employer contribution / active EE | $1,736 | $5,246-66.9% | $4,859-64.3% | $4,754-63.5% |
| Participant deferral / active EE | $5,192 | $8,103-35.9% | $7,760-33.1% | $6,712-22.6% |
| Admin fee / account holder | $4,085 | $12,406-67.1% | $10,767-62.1% | $11,409-64.2% |