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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 | $48,011+4.3% | $63,803-21.5% | $82,637-39.4% |
| Participation rate | 25.0% | 66.6%-41.6pp | 72.7%-47.7pp | 68.1%-43.1pp |
| Annual return | 12.47% | 19.84%-7.4pp | 543.72%-531.3pp | 53.51%-41.0pp |
| Employer contribution / active EE | $991 | $1,904-48.0% | $2,532-60.9% | $2,552-61.2% |
| Participant deferral / active EE | $1,912 | $2,846-32.8% | $3,843-50.2% | $4,126-53.7% |
| Admin fee / account holder | $1,732 | $3,873-55.3% | $5,196-66.7% | $7,339-76.4% |