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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 | $52,252 | $102,638-49.1% | $81,982-36.3% | $158,982-67.1% |
| Participation rate | 58.3% | 75.5%-17.2pp | 69.3%-10.9pp | 82.0%-23.6pp |
| Annual return | 17.85% | 61.05%-43.2pp | 41.31%-23.5pp | 302.99%-285.1pp |
| Employer contribution / active EE | $1,056 | $3,241-67.4% | $2,498-57.7% | $4,763-77.8% |
| Participant deferral / active EE | $2,157 | $4,649-53.6% | $3,722-42.0% | $5,983-63.9% |
| Admin fee / account holder | $4,455 | $8,237-45.9% | $5,665-21.4% | $11,252-60.4% |