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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 | $49,966 | $55,472-9.9% | $155,567-67.9% | $74,546-33.0% |
| Participation rate | 30.4% | 61.9%-31.5pp | 78.2%-47.8pp | 67.2%-36.8pp |
| Annual return | 12.48% | 268.72%-256.2pp | 64.74%-52.3pp | 1366.03%-1353.6pp |
| Employer contribution / active EE | $1,092 | $2,269-51.9% | $4,674-76.6% | $2,624-58.4% |
| Participant deferral / active EE | $2,517 | $2,838-11.3% | $5,628-55.3% | $4,347-42.1% |
| Admin fee / account holder | $2,550 | $1,743+46.3% | $15,916-84.0% | $1,944+31.2% |