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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 | $51,448 | $89,364-42.4% | $141,177-63.6% | $72,983-29.5% |
| Participation rate | 61.7% | 75.1%-13.5pp | 82.5%-20.8pp | 69.5%-7.8pp |
| Annual return | 22.20% | 111.86%-89.7pp | 71.40%-49.2pp | 81.01%-58.8pp |
| Employer contribution / active EE | $663 | $3,115-78.7% | $4,736-86.0% | $2,440-72.8% |
| Participant deferral / active EE | $5,361 | $5,419-1.1% | $6,710-20.1% | $3,608+48.6% |
| Admin fee / account holder | $3,319 | $5,959-44.3% | $10,263-67.7% | $5,124-35.2% |