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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 | $48,537 | $95,406-49.1% | $185,849-73.9% | $85,847-43.5% |
| Participation rate | 65.9% | 68.8%-2.9pp | 81.7%-15.8pp | 69.3%-3.4pp |
| Annual return | 15.85% | 23.59%-7.7pp | 122.10%-106.2pp | 318.61%-302.8pp |
| Employer contribution / active EE | $1,496 | $3,314-54.8% | $5,169-71.0% | $2,565-41.7% |
| Participant deferral / active EE | $1,892 | $3,424-44.7% | $5,569-66.0% | $3,952-52.1% |
| Admin fee / account holder | $3,284 | $7,214-54.5% | $16,244-79.8% | $6,261-47.6% |