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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 | $69,126 | $95,406-27.5% | $185,849-62.8% | $85,847-19.5% |
| Participation rate | 51.6% | 68.8%-17.2pp | 81.7%-30.1pp | 69.3%-17.7pp |
| Annual return | 17.83% | 23.59%-5.8pp | 122.10%-104.3pp | 318.61%-300.8pp |
| Employer contribution / active EE | $890 | $3,314-73.1% | $5,169-82.8% | $2,565-65.3% |
| Participant deferral / active EE | $2,200 | $3,424-35.8% | $5,569-60.5% | $3,952-44.3% |
| Admin fee / account holder | $550 | $7,214-92.4% | $16,244-96.6% | $6,261-91.2% |