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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 | $50,838 | $89,259-43.0% | $107,187-52.6% | $82,637-38.5% |
| Participation rate | 30.0% | 67.9%-37.9pp | 75.0%-45.0pp | 68.1%-38.1pp |
| Annual return | 18.42% | 21.02%-2.6pp | 204.55%-186.1pp | 53.51%-35.1pp |
| Employer contribution / active EE | $1,429 | $3,080-53.6% | $3,782-62.2% | $2,552-44.0% |
| Participant deferral / active EE | $4,505 | $4,037+11.6% | $5,096-11.6% | $4,126+9.2% |
| Admin fee / account holder | $603 | $7,381-91.8% | $9,162-93.4% | $7,339-91.8% |