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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 | $53,050 | $77,817-31.8% | $123,553-57.1% | $64,173-17.3% |
| Participation rate | 46.2% | 74.7%-28.6pp | 82.3%-36.1pp | 69.6%-23.4pp |
| Annual return | 47.34% | 12.49%+34.9pp | 119.21%-71.9pp | 7.63%+39.7pp |
| Employer contribution / active EE | $1,004 | $3,014-66.7% | $4,628-78.3% | $2,381-57.8% |
| Participant deferral / active EE | $2,262 | $5,240-56.8% | $6,426-64.8% | $3,470-34.8% |
| Admin fee / account holder | $2,031 | $5,519-63.2% | $9,284-78.1% | $4,887-58.5% |