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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 | $49,622 | $78,707-37.0% | $117,861-57.9% | $70,126-29.2% |
| Participation rate | 57.9% | 73.2%-15.3pp | 79.7%-21.8pp | 69.5%-11.6pp |
| Annual return | 15.75% | 23.30%-7.5pp | 335.11%-319.4pp | 73.15%-57.4pp |
| Employer contribution / active EE | $1,765 | $2,223-20.6% | $3,786-53.4% | $2,343-24.6% |
| Participant deferral / active EE | $3,490 | $3,297+5.8% | $4,482-22.1% | $3,332+4.7% |
| Admin fee / account holder | $538 | $5,066-89.4% | $8,021-93.3% | $4,645-88.4% |