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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 | $53,589 | $152,612-64.9% | $125,192-57.2% | $152,897-65.0% |
| Participation rate | 61.5% | 83.3%-21.8pp | 79.8%-18.2pp | 82.5%-20.9pp |
| Annual return | 33.36% | 54.85%-21.5pp | 43.79%-10.4pp | 345.43%-312.1pp |
| Employer contribution / active EE | $1,362 | $4,947-72.5% | $3,866-64.8% | $4,764-71.4% |
| Participant deferral / active EE | $2,924 | $5,868-50.2% | $4,937-40.8% | $5,851-50.0% |
| Admin fee / account holder | $365 | $13,437-97.3% | $9,704-96.2% | $11,599-96.9% |