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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 | $49,681 | $63,140-21.3% | $304,612-83.7% | $116,462-57.3% |
| Participation rate | 58.8% | 70.4%-11.5pp | 81.9%-23.1pp | 74.7%-15.9pp |
| Annual return | 55.72% | 15.04%+40.7pp | 329.91%-274.2pp | 15.65%+40.1pp |
| Employer contribution / active EE | $1,280 | $2,385-46.4% | $7,476-82.9% | $3,231-60.4% |
| Participant deferral / active EE | $4,434 | $2,741+61.8% | $5,388-17.7% | $3,836+15.6% |
| Admin fee / account holder | $3,220 | $7,583-57.5% | $12,962-75.2% | $12,754-74.8% |