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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 | $54,541 | $72,071-24.3% | $68,368-20.2% | $137,256-60.3% |
| Participation rate | 30.0% | 76.2%-46.2pp | 73.8%-43.8pp | 80.0%-50.0pp |
| Annual return | 17.29% | 353.14%-335.9pp | 292.57%-275.3pp | 220.34%-203.1pp |
| Employer contribution / active EE | $1,403 | $2,788-49.7% | $2,649-47.1% | $4,156-66.3% |
| Participant deferral / active EE | $4,640 | $4,410+5.2% | $4,123+12.5% | $6,407-27.6% |
| Admin fee / account holder | $511 | $5,336-90.4% | $5,150-90.1% | $12,270-95.8% |