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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 | $47,725 | $58,275-18.1% | $81,844-41.7% | $80,935-41.0% |
| Participation rate | 43.9% | 63.5%-19.6pp | 72.4%-28.5pp | 67.7%-23.8pp |
| Annual return | 13.32% | 41.82%-28.5pp | 778.87%-765.5pp | 35.66%-22.3pp |
| Employer contribution / active EE | $1,949 | $2,346-16.9% | $2,916-33.2% | $2,757-29.3% |
| Participant deferral / active EE | $2,962 | $3,285-9.9% | $4,323-31.5% | $4,299-31.1% |
| Admin fee / account holder | $976 | $4,749-79.5% | $7,355-86.7% | $6,924-85.9% |