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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 | $78,607-38.0% | $105,624-53.9% | $74,478-34.6% |
| Participation rate | 47.0% | 72.8%-25.8pp | 75.3%-28.3pp | 67.2%-20.2pp |
| Annual return | 16.76% | 15.96%+0.8pp | 116.20%-99.4pp | 1370.56%-1353.8pp |
| Employer contribution / active EE | $1,516 | $2,523-39.9% | $3,168-52.1% | $2,626-42.3% |
| Participant deferral / active EE | $3,721 | $4,325-14.0% | $5,013-25.8% | $4,350-14.5% |
| Admin fee / account holder | $3,470 | $2,220+56.3% | $10,961-68.3% | $1,946+78.3% |