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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 | $171,492-68.9% | $150,734-64.7% | $198,609-73.2% |
| Participation rate | 47.1% | 81.4%-34.4pp | 78.4%-31.4pp | 82.4%-35.3pp |
| Annual return | 17.76% | 804.70%-786.9pp | 600.81%-583.0pp | 202.70%-184.9pp |
| Employer contribution / active EE | $1,705 | $5,470-68.8% | $4,918-65.3% | $5,055-66.3% |
| Participant deferral / active EE | $5,058 | $6,259-19.2% | $5,610-9.8% | $6,977-27.5% |
| Admin fee / account holder | $487 | $17,628-97.2% | $14,905-96.7% | $19,030-97.4% |