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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 | $50,433 | $65,555-23.1% | $86,216-41.5% | $75,173-32.9% |
| Participation rate | 49.2% | 60.5%-11.3pp | 69.0%-19.8pp | 67.2%-18.1pp |
| Annual return | 22.75% | 46.07%-23.3pp | 1169.42%-1146.7pp | 160.72%-138.0pp |
| Employer contribution / active EE | $1,108 | $1,553-28.7% | $2,382-53.5% | $2,671-58.5% |
| Participant deferral / active EE | $1,843 | $3,023-39.0% | $3,986-53.8% | $4,126-55.3% |
| Admin fee / account holder | $3,964 | $5,469-27.5% | $6,853-42.2% | $5,651-29.9% |