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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 | $48,731 | $78,562-38.0% | $105,608-53.9% | $74,429-34.5% |
| Participation rate | 47.0% | 72.8%-25.8pp | 75.3%-28.3pp | 67.2%-20.2pp |
| Annual return | 16.76% | 15.94%+0.8pp | 116.50%-99.7pp | 1368.38%-1351.6pp |
| Employer contribution / active EE | $1,516 | $2,521-39.9% | $3,167-52.1% | $2,625-42.2% |
| Participant deferral / active EE | $3,721 | $4,321-13.9% | $5,010-25.7% | $4,348-14.4% |
| Admin fee / account holder | $3,470 | $2,217+56.5% | $11,028-68.5% | $1,944+78.5% |