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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 | $49,578 | $103,008-51.9% | $90,304-45.1% | $152,897-67.6% |
| Participation rate | 69.2% | 75.9%-6.6pp | 73.3%-4.0pp | 82.5%-13.2pp |
| Annual return | 22.96% | 95.22%-72.3pp | 78.13%-55.2pp | 345.43%-322.5pp |
| Employer contribution / active EE | $1,909 | $3,139-39.2% | $2,855-33.1% | $4,764-59.9% |
| Participant deferral / active EE | $5,451 | $4,281+27.3% | $3,885+40.3% | $5,851-6.8% |
| Admin fee / account holder | $1,418 | $6,175-77.0% | $5,354-73.5% | $11,599-87.8% |