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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 | $49,600 | $99,652-50.2% | $78,778-37.0% | $147,586-66.4% |
| Participation rate | 53.3% | 76.2%-22.9pp | 69.2%-15.9pp | 82.8%-29.5pp |
| Annual return | 19.91% | 47.28%-27.4pp | 35.62%-15.7pp | 578.59%-558.7pp |
| Employer contribution / active EE | $2,033 | $2,796-27.3% | $1,986+2.4% | $4,876-58.3% |
| Participant deferral / active EE | $3,492 | $3,664-4.7% | $2,958+18.0% | $5,439-35.8% |
| Admin fee / account holder | $3,740 | $7,155-47.7% | $5,134-27.2% | $10,886-65.6% |