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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 | $50,108 | $78,636-36.3% | $105,607-52.6% | $74,459-32.7% |
| Participation rate | 47.5% | 72.8%-25.3pp | 75.3%-27.8pp | 67.2%-19.8pp |
| Annual return | 13.44% | 15.96%-2.5pp | 116.11%-102.7pp | 1369.70%-1356.3pp |
| Employer contribution / active EE | $1,038 | $2,523-58.8% | $3,167-67.2% | $2,626-60.5% |
| Participant deferral / active EE | $2,479 | $4,322-42.6% | $5,011-50.5% | $4,350-43.0% |
| Admin fee / account holder | $1,440 | $2,220-35.1% | $10,958-86.9% | $1,945-26.0% |