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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 | $51,790 | $99,652-48.0% | $78,778-34.3% | $147,586-64.9% |
| Participation rate | 66.7% | 76.2%-9.6pp | 69.2%-2.5pp | 82.8%-16.2pp |
| Annual return | 18.13% | 47.28%-29.2pp | 35.62%-17.5pp | 578.59%-560.5pp |
| Employer contribution / active EE | $1,530 | $2,796-45.3% | $1,986-22.9% | $4,876-68.6% |
| Participant deferral / active EE | $4,029 | $3,664+10.0% | $2,958+36.2% | $5,439-25.9% |
| Admin fee / account holder | $2,336 | $7,155-67.3% | $5,134-54.5% | $10,886-78.5% |