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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 | $52,704 | $134,817-60.9% | $123,973-57.5% | $155,188-66.0% |
| Participation rate | 65.0% | 79.4%-14.4pp | 76.7%-11.7pp | 80.8%-15.8pp |
| Annual return | 15.88% | 515.49%-499.6pp | 388.13%-372.3pp | 148.84%-133.0pp |
| Employer contribution / active EE | $2,386 | $4,425-46.1% | $4,126-42.2% | $4,248-43.8% |
| Participant deferral / active EE | $3,236 | $5,706-43.3% | $5,247-38.3% | $6,531-50.5% |
| Admin fee / account holder | $852 | $13,245-93.6% | $11,799-92.8% | $14,480-94.1% |