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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 | $49,861 | $125,184-60.2% | $105,607-52.8% | $145,884-65.8% |
| Participation rate | 68.8% | 77.6%-8.9pp | 75.3%-6.5pp | 80.3%-11.6pp |
| Annual return | 12.09% | 225.00%-212.9pp | 116.11%-104.0pp | 551.85%-539.8pp |
| Employer contribution / active EE | $1,520 | $3,720-59.2% | $3,167-52.0% | $4,662-67.4% |
| Participant deferral / active EE | $8,789 | $5,714+53.8% | $5,011+75.4% | $6,690+31.4% |
| Admin fee / account holder | $2,922 | $17,133-82.9% | $10,958-73.3% | $13,392-78.2% |