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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 | $51,915 | $79,045-34.3% | $100,378-48.3% | $74,429-30.2% |
| Participation rate | 59.3% | 79.4%-20.2pp | 81.5%-22.2pp | 67.2%-8.0pp |
| Annual return | 37.06% | 20.61%+16.4pp | 49.41%-12.4pp | 1368.38%-1331.3pp |
| Employer contribution / active EE | $1,824 | $3,015-39.5% | $3,942-53.7% | $2,625-30.5% |
| Participant deferral / active EE | $3,967 | $7,751-48.8% | $8,087-50.9% | $4,348-8.8% |
| Admin fee / account holder | $5,052 | $1,335+278.5% | $7,899-36.0% | $1,944+159.9% |