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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 | $46,806 | $63,346-26.1% | $92,240-49.3% | $70,126-33.3% |
| Participation rate | 52.5% | 68.7%-16.2pp | 76.5%-24.0pp | 69.5%-17.0pp |
| Annual return | 17.24% | 530.19%-513.0pp | 176.29%-159.1pp | 73.15%-55.9pp |
| Employer contribution / active EE | $1,918 | $2,471-22.4% | $3,680-47.9% | $2,343-18.1% |
| Participant deferral / active EE | $4,608 | $2,854+61.5% | $3,897+18.3% | $3,332+38.3% |
| Admin fee / account holder | $2,116 | $3,841-44.9% | $5,194-59.3% | $4,645-54.4% |