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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 | $44,650 | $56,134-20.5% | $96,192-53.6% | $85,851-48.0% |
| Participation rate | 50.0% | 56.7%-6.7pp | 68.4%-18.4pp | 69.3%-19.3pp |
| Annual return | 13.99% | 42.30%-28.3pp | 192.09%-178.1pp | 318.63%-304.6pp |
| Employer contribution / active EE | $1,540 | $1,620-4.9% | $2,799-45.0% | $2,565-40.0% |
| Participant deferral / active EE | $2,850 | $2,858-0.3% | $4,351-34.5% | $3,952-27.9% |
| Admin fee / account holder | $479 | $3,769-87.3% | $5,539-91.3% | $6,261-92.3% |