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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 | $52,091 | $63,342-17.8% | $92,236-43.5% | $70,131-25.7% |
| Participation rate | 68.0% | 68.7%-0.7pp | 76.5%-8.5pp | 69.5%-1.5pp |
| Annual return | 18.96% | 530.15%-511.2pp | 176.29%-157.3pp | 73.14%-54.2pp |
| Employer contribution / active EE | $1,040 | $2,471-57.9% | $3,679-71.7% | $2,342-55.6% |
| Participant deferral / active EE | $2,859 | $2,854+0.2% | $3,897-26.6% | $3,332-14.2% |
| Admin fee / account holder | $1,723 | $3,840-55.1% | $5,194-66.8% | $4,645-62.9% |