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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 | $36,404 | $106,905-65.9% | $84,020-56.7% | $152,885-76.2% |
| Participation rate | 54.5% | 75.2%-20.7pp | 69.0%-14.5pp | 82.5%-27.9pp |
| Annual return | 27.33% | 105.00%-77.7pp | 71.31%-44.0pp | 345.39%-318.1pp |
| Employer contribution / active EE | $1,789 | $2,735-34.6% | $1,984-9.8% | $4,763-62.4% |
| Participant deferral / active EE | $5,836 | $4,012+45.5% | $3,239+80.2% | $5,851-0.3% |
| Admin fee / account holder | $1,353 | $8,287-83.7% | $6,101-77.8% | $11,598-88.3% |