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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 | $52,023 | $106,918-51.3% | $84,021-38.1% | $152,897-66.0% |
| Participation rate | 61.5% | 75.2%-13.7pp | 69.0%-7.5pp | 82.5%-20.9pp |
| Annual return | 21.93% | 105.01%-83.1pp | 71.32%-49.4pp | 345.43%-323.5pp |
| Employer contribution / active EE | $1,272 | $2,735-53.5% | $1,984-35.9% | $4,764-73.3% |
| Participant deferral / active EE | $3,894 | $4,012-3.0% | $3,239+20.2% | $5,851-33.5% |
| Admin fee / account holder | $542 | $8,288-93.5% | $6,102-91.1% | $11,599-95.3% |