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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 | $49,323 | $48,570+1.6% | $130,660-62.3% | $72,975-32.4% |
| Participation rate | 54.1% | 58.6%-4.5pp | 71.7%-17.7pp | 69.5%-15.4pp |
| Annual return | 21.08% | 38.63%-17.6pp | 1709.29%-1688.2pp | 81.01%-59.9pp |
| Employer contribution / active EE | $768 | $1,334-42.4% | $4,092-81.2% | $2,440-68.5% |
| Participant deferral / active EE | $1,837 | $2,384-22.9% | $3,603-49.0% | $3,608-49.1% |
| Admin fee / account holder | $448 | $3,549-87.4% | $5,463-91.8% | $5,124-91.3% |