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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 | $50,439 | $79,223-36.3% | $102,460-50.8% | $74,478-32.3% |
| Participation rate | 36.4% | 74.8%-38.3pp | 76.5%-40.1pp | 67.2%-30.8pp |
| Annual return | 15.36% | 54.98%-39.6pp | 29.47%-14.1pp | 1370.56%-1355.2pp |
| Employer contribution / active EE | $1,090 | $2,363-53.9% | $3,025-64.0% | $2,626-58.5% |
| Participant deferral / active EE | $2,645 | $4,417-40.1% | $5,056-47.7% | $4,350-39.2% |
| Admin fee / account holder | $2,802 | $2,003+39.9% | $9,460-70.4% | $1,946+44.0% |