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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 | $50,460 | $74,661-32.4% | $160,784-68.6% | $67,986-25.8% |
| Participation rate | 46.8% | 57.1%-10.4pp | 77.0%-30.2pp | 57.2%-10.4pp |
| Annual return | 21.14% | 28.83%-7.7pp | 1803.92%-1782.8pp | 31.67%-10.5pp |
| Employer contribution / active EE | $1,491 | $1,829-18.5% | $3,733-60.1% | $2,019-26.1% |
| Participant deferral / active EE | $3,171 | $3,681-13.9% | $6,293-49.6% | $3,358-5.6% |
| Admin fee / account holder | $2,378 | $3,959-39.9% | $9,717-75.5% | $3,203-25.8% |