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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 | $50,020 | $101,063-50.5% | $81,473-38.6% | $147,585-66.1% |
| Participation rate | 66.7% | 74.5%-7.8pp | 68.0%-1.3pp | 82.8%-16.2pp |
| Annual return | 14.92% | 32.41%-17.5pp | 38.78%-23.9pp | 578.58%-563.7pp |
| Employer contribution / active EE | $1,496 | $3,206-53.3% | $2,568-41.7% | $4,876-69.3% |
| Participant deferral / active EE | $2,388 | $4,242-43.7% | $3,537-32.5% | $5,439-56.1% |
| Admin fee / account holder | $472 | $5,812-91.9% | $4,561-89.6% | $10,886-95.7% |