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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 | $49,775 | $154,159-67.7% | $130,026-61.7% | $139,456-64.3% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.5%-18.5pp | 80.3%-20.3pp |
| Annual return | 22.27% | 32.50%-10.2pp | -137.26%+159.5pp | 373.45%-351.2pp |
| Employer contribution / active EE | $1,696 | $5,292-68.0% | $4,321-60.8% | $4,753-64.3% |
| Participant deferral / active EE | $4,579 | $6,710-31.7% | $5,821-21.3% | $6,711-31.8% |
| Admin fee / account holder | $483 | $14,001-96.5% | $10,608-95.4% | $11,407-95.8% |