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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 | $53,255 | $111,535-52.3% | $105,223-49.4% | $137,256-61.2% |
| Participation rate | 47.1% | 78.1%-31.0pp | 75.0%-28.0pp | 80.0%-32.9pp |
| Annual return | 17.76% | 237.85%-220.1pp | 180.65%-162.9pp | 220.34%-202.6pp |
| Employer contribution / active EE | $1,705 | $3,939-56.7% | $3,689-53.8% | $4,156-59.0% |
| Participant deferral / active EE | $5,058 | $5,500-8.0% | $5,072-0.3% | $6,407-21.1% |
| Admin fee / account holder | $487 | $9,721-95.0% | $8,859-94.5% | $12,270-96.0% |