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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 | $57,153 | $124,351-54.0% | $109,188-47.7% | $167,553-65.9% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.9%-15.9pp | 82.1%-22.1pp |
| Annual return | 50.84% | 26.04%+24.8pp | 25.76%+25.1pp | 478.89%-428.1pp |
| Employer contribution / active EE | $1,834 | $4,210-56.4% | $3,723-50.7% | $4,840-62.1% |
| Participant deferral / active EE | $2,535 | $5,257-51.8% | $4,654-45.5% | $6,343-60.0% |
| Admin fee / account holder | $1,175 | $7,975-85.3% | $6,755-82.6% | $12,316-90.5% |