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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 | $52,601 | $232,540-77.4% | $185,117-71.6% | $147,586-64.4% |
| Participation rate | 61.5% | 82.4%-20.8pp | 77.3%-15.7pp | 82.8%-21.3pp |
| Annual return | 12.91% | 43.03%-30.1pp | 40.50%-27.6pp | 578.59%-565.7pp |
| Employer contribution / active EE | $1,407 | $5,195-72.9% | $4,182-66.3% | $4,876-71.1% |
| Participant deferral / active EE | $2,768 | $5,834-52.5% | $5,045-45.1% | $5,439-49.1% |
| Admin fee / account holder | $2,506 | $10,275-75.6% | $8,159-69.3% | $10,886-77.0% |