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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 | $53,317 | $103,387-48.4% | $87,102-38.8% | $152,885-65.1% |
| Participation rate | 63.6% | 79.4%-15.7pp | 76.9%-13.2pp | 82.5%-18.8pp |
| Annual return | 25.17% | 28.10%-2.9pp | 28.19%-3.0pp | 345.39%-320.2pp |
| Employer contribution / active EE | $1,530 | $3,221-52.5% | $2,521-39.3% | $4,763-67.9% |
| Participant deferral / active EE | $4,419 | $4,778-7.5% | $4,048+9.1% | $5,851-24.5% |
| Admin fee / account holder | $333 | $12,193-97.3% | $7,491-95.6% | $11,598-97.1% |