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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 | $52,889 | $129,476-59.2% | $93,515-43.4% | $158,982-66.7% |
| Participation rate | 57.1% | 71.0%-13.9pp | 66.8%-9.7pp | 82.0%-24.8pp |
| Annual return | 28.96% | 118.56%-89.6pp | 78.21%-49.2pp | 302.99%-274.0pp |
| Employer contribution / active EE | $1,419 | $2,717-47.8% | $2,077-31.7% | $4,763-70.2% |
| Participant deferral / active EE | $2,527 | $3,916-35.5% | $3,129-19.2% | $5,983-57.8% |
| Admin fee / account holder | $940 | $7,396-87.3% | $5,235-82.0% | $11,252-91.6% |