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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 | $53,827 | $132,099-59.3% | $115,599-53.4% | $138,895-61.2% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.3%-7.6pp | 79.9%-13.3pp |
| Annual return | 20.26% | 176.76%-156.5pp | 111.10%-90.8pp | 145.39%-125.1pp |
| Employer contribution / active EE | $1,531 | $3,416-55.2% | $2,955-48.2% | $4,194-63.5% |
| Participant deferral / active EE | $2,583 | $5,617-54.0% | $4,889-47.2% | $6,396-59.6% |
| Admin fee / account holder | $471 | $15,650-97.0% | $12,841-96.3% | $12,562-96.3% |