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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 | $41,421 | $58,828-29.6% | $78,002-46.9% | $62,881-34.1% |
| Participation rate | 52.0% | 71.1%-19.1pp | 75.5%-23.5pp | 69.3%-17.3pp |
| Annual return | 62.98% | 17.16%+45.8pp | 425.99%-363.0pp | 20.14%+42.8pp |
| Employer contribution / active EE | $1,540 | $1,672-7.9% | $2,470-37.7% | $2,281-32.5% |
| Participant deferral / active EE | $2,551 | $2,686-5.0% | $3,497-27.1% | $3,203-20.4% |
| Admin fee / account holder | $2,949 | $4,393-32.9% | $5,481-46.2% | $4,296-31.3% |