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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 | $49,716 | $65,390-24.0% | $169,385-70.6% | $71,495-30.5% |
| Participation rate | 41.0% | 67.0%-26.0pp | 77.2%-36.2pp | 67.9%-27.0pp |
| Annual return | 19.82% | 21.31%-1.5pp | 405.82%-386.0pp | 28.85%-9.0pp |
| Employer contribution / active EE | $1,122 | $2,079-46.0% | $4,012-72.0% | $2,589-56.7% |
| Participant deferral / active EE | $2,505 | $4,367-42.6% | $6,221-59.7% | $4,291-41.6% |
| Admin fee / account holder | $1,313 | $1,324-0.8% | $9,011-85.4% | $1,588-17.3% |