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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 | $52,568 | $108,212-51.4% | $77,513-32.2% | $158,966-66.9% |
| Participation rate | 45.5% | 64.4%-19.0pp | 54.2%-8.7pp | 82.0%-36.5pp |
| Annual return | 48.33% | 31.67%+16.7pp | 54.81%-6.5pp | 302.95%-254.6pp |
| Employer contribution / active EE | $959 | $1,325-27.6% | $987-2.8% | $4,762-79.9% |
| Participant deferral / active EE | $3,049 | $2,455+24.2% | $1,861+63.8% | $5,983-49.0% |
| Admin fee / account holder | $11,224 | $3,709+202.6% | $2,859+292.6% | $11,250-0.2% |