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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 | $43,984 | $70,366-37.5% | $66,674-34.0% | $138,895-68.3% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.7%-23.7pp | 79.9%-29.9pp |
| Annual return | 15.20% | 386.41%-371.2pp | 321.24%-306.0pp | 145.39%-130.2pp |
| Employer contribution / active EE | $1,594 | $2,765-42.4% | $2,620-39.2% | $4,194-62.0% |
| Participant deferral / active EE | $5,117 | $4,374+17.0% | $4,084+25.3% | $6,396-20.0% |
| Admin fee / account holder | $6,477 | $5,262+23.1% | $5,098+27.1% | $12,562-48.4% |