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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 | $50,253 | $99,652-49.6% | $78,778-36.2% | $147,586-65.9% |
| Participation rate | 56.3% | 76.2%-20.0pp | 69.2%-12.9pp | 82.8%-26.6pp |
| Annual return | 62.50% | 47.28%+15.2pp | 35.62%+26.9pp | 578.59%-516.1pp |
| Employer contribution / active EE | $1,009 | $2,796-63.9% | $1,986-49.2% | $4,876-79.3% |
| Participant deferral / active EE | $4,147 | $3,664+13.2% | $2,958+40.2% | $5,439-23.7% |
| Admin fee / account holder | $12,435 | $7,155+73.8% | $5,134+142.2% | $10,886+14.2% |