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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 | $49,758 | $100,073-50.3% | $85,126-41.5% | $145,877-65.9% |
| Participation rate | 55.0% | 74.1%-19.1pp | 67.5%-12.5pp | 80.3%-25.3pp |
| Annual return | 12.12% | 84.11%-72.0pp | 66.63%-54.5pp | 551.28%-539.2pp |
| Employer contribution / active EE | $1,486 | $3,236-54.1% | $2,731-45.6% | $4,663-68.1% |
| Participant deferral / active EE | $2,025 | $5,294-61.8% | $4,523-55.2% | $6,691-69.7% |
| Admin fee / account holder | $920 | $7,261-87.3% | $6,160-85.1% | $13,402-93.1% |