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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 | $53,439 | $152,612-65.0% | $125,192-57.3% | $152,897-65.0% |
| Participation rate | 69.2% | 83.3%-14.1pp | 79.8%-10.5pp | 82.5%-13.2pp |
| Annual return | 18.96% | 54.85%-35.9pp | 43.79%-24.8pp | 345.43%-326.5pp |
| Employer contribution / active EE | $1,827 | $4,947-63.1% | $3,866-52.7% | $4,764-61.6% |
| Participant deferral / active EE | $1,873 | $5,868-68.1% | $4,937-62.1% | $5,851-68.0% |
| Admin fee / account holder | $5,423 | $13,437-59.6% | $9,704-44.1% | $11,599-53.3% |