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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 | $50,204 | $106,267-52.8% | $96,520-48.0% | $139,456-64.0% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | 11.05% | 38.45%-27.4pp | 35.72%-24.7pp | 373.45%-362.4pp |
| Employer contribution / active EE | $1,325 | $4,105-67.7% | $3,739-64.6% | $4,753-72.1% |
| Participant deferral / active EE | $3,629 | $5,454-33.5% | $4,879-25.6% | $6,711-45.9% |
| Admin fee / account holder | $580 | $7,882-92.6% | $6,733-91.4% | $11,407-94.9% |