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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 | $49,933 | $85,171-41.4% | $172,753-71.1% | $72,976-31.6% |
| Participation rate | 55.0% | 70.1%-15.1pp | 82.6%-27.6pp | 69.5%-14.5pp |
| Annual return | 24.05% | 27.32%-3.3pp | 803.00%-779.0pp | 81.02%-57.0pp |
| Employer contribution / active EE | $2,012 | $3,324-39.5% | $5,144-60.9% | $2,440-17.5% |
| Participant deferral / active EE | $2,790 | $3,260-14.4% | $5,198-46.3% | $3,608-22.7% |
| Admin fee / account holder | $784 | $5,880-86.7% | $13,956-94.4% | $5,124-84.7% |