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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 | $52,625 | $99,652-47.2% | $78,778-33.2% | $147,586-64.3% |
| Participation rate | 63.6% | 76.2%-12.6pp | 69.2%-5.6pp | 82.8%-19.2pp |
| Annual return | 15.32% | 47.28%-32.0pp | 35.62%-20.3pp | 578.59%-563.3pp |
| Employer contribution / active EE | $916 | $2,796-67.2% | $1,986-53.9% | $4,876-81.2% |
| Participant deferral / active EE | $1,422 | $3,664-61.2% | $2,958-51.9% | $5,439-73.9% |
| Admin fee / account holder | $2,000 | $7,155-72.0% | $5,134-61.0% | $10,886-81.6% |