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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 | $51,675 | $99,053-47.8% | $88,179-41.4% | $138,895-62.8% |
| Participation rate | 28.6% | 74.2%-45.7pp | 69.1%-40.6pp | 79.9%-51.3pp |
| Annual return | 19.41% | 78.17%-58.8pp | 64.97%-45.6pp | 145.39%-126.0pp |
| Employer contribution / active EE | $2,369 | $2,882-17.8% | $2,549-7.1% | $4,194-43.5% |
| Participant deferral / active EE | $5,196 | $5,225-0.6% | $4,614+12.6% | $6,396-18.8% |
| Admin fee / account holder | $6,434 | $8,748-26.5% | $7,673-16.1% | $12,562-48.8% |