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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 | $51,216 | $93,345-45.1% | $119,126-57.0% | $87,485-41.5% |
| Participation rate | 55.3% | 68.7%-13.5pp | 75.8%-20.5pp | 68.9%-13.7pp |
| Annual return | 16.56% | 19.08%-2.5pp | 282.11%-265.5pp | 26.06%-9.5pp |
| Employer contribution / active EE | $1,491 | $3,172-53.0% | $4,034-63.0% | $2,596-42.6% |
| Participant deferral / active EE | $3,570 | $4,099-12.9% | $5,318-32.9% | $4,274-16.5% |
| Admin fee / account holder | $811 | $8,039-89.9% | $10,693-92.4% | $7,775-89.6% |