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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 | $49,843 | $103,008-51.6% | $90,304-44.8% | $152,897-67.4% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | 22.91% | 95.22%-72.3pp | 78.13%-55.2pp | 345.43%-322.5pp |
| Employer contribution / active EE | $2,099 | $3,139-33.1% | $2,855-26.5% | $4,764-55.9% |
| Participant deferral / active EE | $5,555 | $4,281+29.7% | $3,885+43.0% | $5,851-5.1% |
| Admin fee / account holder | $3,041 | $6,175-50.7% | $5,354-43.2% | $11,599-73.8% |