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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 | $56,489 | $112,915-50.0% | $90,965-37.9% | $158,950-64.5% |
| Participation rate | 22.2% | 74.7%-52.5pp | 69.0%-46.8pp | 82.0%-59.7pp |
| Annual return | 16.15% | 215.75%-199.6pp | 134.57%-118.4pp | 302.91%-286.8pp |
| Employer contribution / active EE | $1,291 | $2,894-55.4% | $2,122-39.2% | $4,762-72.9% |
| Participant deferral / active EE | $3,160 | $4,128-23.4% | $3,373-6.3% | $5,983-47.2% |
| Admin fee / account holder | $5,020 | $8,044-37.6% | $5,960-15.8% | $11,248-55.4% |