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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 | $53,160 | $168,635-68.5% | $147,617-64.0% | $125,389-57.6% |
| Participation rate | 60.0% | 88.8%-28.8pp | 84.6%-24.6pp | 83.2%-23.2pp |
| Annual return | 3.45% | 77.65%-74.2pp | 61.98%-58.5pp | 282.24%-278.8pp |
| Employer contribution / active EE | $1,318 | $6,252-78.9% | $5,564-76.3% | $4,866-72.9% |
| Participant deferral / active EE | $2,907 | $5,507-47.2% | $4,895-40.6% | $5,352-45.7% |
| Admin fee / account holder | $335 | $13,580-97.5% | $11,612-97.1% | $9,541-96.5% |