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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 | $49,638 | $103,000-51.8% | $90,300-45.0% | $152,885-67.5% |
| Participation rate | 40.0% | 75.9%-35.9pp | 73.3%-33.3pp | 82.5%-42.5pp |
| Annual return | 24.71% | 95.19%-70.5pp | 78.11%-53.4pp | 345.39%-320.7pp |
| Employer contribution / active EE | $2,463 | $3,138-21.5% | $2,854-13.7% | $4,763-48.3% |
| Participant deferral / active EE | $2,591 | $4,281-39.5% | $3,884-33.3% | $5,851-55.7% |
| Admin fee / account holder | $1,231 | $6,173-80.1% | $5,353-77.0% | $11,598-89.4% |