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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 | $48,210 | $57,305-15.9% | $86,640-44.4% | $75,173-35.9% |
| Participation rate | 42.9% | 63.2%-20.4pp | 71.7%-28.9pp | 67.2%-24.3pp |
| Annual return | 17.85% | 2674.24%-2656.4pp | 592.52%-574.7pp | 160.72%-142.9pp |
| Employer contribution / active EE | $908 | $2,316-60.8% | $3,024-70.0% | $2,671-66.0% |
| Participant deferral / active EE | $2,073 | $3,320-37.5% | $4,438-53.3% | $4,126-49.8% |
| Admin fee / account holder | $1,368 | $4,116-66.8% | $5,616-75.6% | $5,651-75.8% |