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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 | $48,889 | $106,918-54.3% | $84,021-41.8% | $152,897-68.0% |
| Participation rate | 61.5% | 75.2%-13.7pp | 69.0%-7.5pp | 82.5%-20.9pp |
| Annual return | 20.66% | 105.01%-84.3pp | 71.32%-50.7pp | 345.43%-324.8pp |
| Employer contribution / active EE | $1,655 | $2,735-39.5% | $1,984-16.6% | $4,764-65.3% |
| Participant deferral / active EE | $2,664 | $4,012-33.6% | $3,239-17.8% | $5,851-54.5% |
| Admin fee / account holder | $2,634 | $8,288-68.2% | $6,102-56.8% | $11,599-77.3% |