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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 | $50,019 | $64,324-22.2% | $118,946-57.9% | $79,852-37.4% |
| Participation rate | 64.2% | 64.9%-0.7pp | 75.4%-11.2pp | 69.6%-5.5pp |
| Annual return | 10.60% | 86.45%-75.9pp | 35.89%-25.3pp | 31.72%-21.1pp |
| Employer contribution / active EE | $1,414 | $1,836-23.0% | $3,263-56.7% | $2,471-42.8% |
| Participant deferral / active EE | $2,073 | $2,824-26.6% | $4,266-51.4% | $3,740-44.6% |
| Admin fee / account holder | $2,159 | $4,040-46.6% | $6,581-67.2% | $5,306-59.3% |