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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 | $82,925 | $89,367-7.2% | $141,191-41.3% | $72,975+13.6% |
| Participation rate | 53.2% | 75.1%-21.9pp | 82.5%-29.2pp | 69.5%-16.2pp |
| Annual return | 50.48% | 111.87%-61.4pp | 71.41%-20.9pp | 81.01%-30.5pp |
| Employer contribution / active EE | $1,815 | $3,115-41.7% | $4,736-61.7% | $2,440-25.6% |
| Participant deferral / active EE | $4,984 | $5,419-8.0% | $6,710-25.7% | $3,608+38.1% |
| Admin fee / account holder | $1,494 | $5,957-74.9% | $10,264-85.4% | $5,124-70.8% |