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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 | $47,748 | $99,652-52.1% | $78,778-39.4% | $147,586-67.6% |
| Participation rate | 52.9% | 76.2%-23.3pp | 69.2%-16.2pp | 82.8%-29.9pp |
| Annual return | 17.33% | 47.28%-30.0pp | 35.62%-18.3pp | 578.59%-561.3pp |
| Employer contribution / active EE | $1,393 | $2,796-50.2% | $1,986-29.9% | $4,876-71.4% |
| Participant deferral / active EE | $2,773 | $3,664-24.3% | $2,958-6.3% | $5,439-49.0% |
| Admin fee / account holder | $3,265 | $7,155-54.4% | $5,134-36.4% | $10,886-70.0% |