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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 | $50,075 | $55,457-9.7% | $77,361-35.3% | $94,015-46.7% |
| Participation rate | 25.0% | 69.8%-44.8pp | 75.0%-50.0pp | 70.8%-45.8pp |
| Annual return | 12.47% | 15.57%-3.1pp | 1011.54%-999.1pp | 17.84%-5.4pp |
| Employer contribution / active EE | $991 | $2,255-56.1% | $2,990-66.9% | $2,790-64.5% |
| Participant deferral / active EE | $1,912 | $3,069-37.7% | $3,911-51.1% | $4,249-55.0% |
| Admin fee / account holder | $1,732 | $4,334-60.0% | $5,894-70.6% | $8,951-80.6% |