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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 | $47,577 | $102,632-53.6% | $81,988-42.0% | $158,950-70.1% |
| Participation rate | 57.1% | 75.5%-18.4pp | 69.3%-12.1pp | 82.0%-24.8pp |
| Annual return | 22.08% | 61.05%-39.0pp | 41.31%-19.2pp | 302.91%-280.8pp |
| Employer contribution / active EE | $2,419 | $3,241-25.4% | $2,498-3.2% | $4,762-49.2% |
| Participant deferral / active EE | $5,900 | $4,649+26.9% | $3,722+58.5% | $5,983-1.4% |
| Admin fee / account holder | $2,699 | $8,237-67.2% | $5,665-52.4% | $11,248-76.0% |