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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 | $48,070 | $27,943+72.0% | $58,507-17.8% | $75,177-36.1% |
| Participation rate | 40.8% | 38.8%+2.0pp | 50.9%-10.0pp | 67.2%-26.4pp |
| Annual return | 15.34% | 44.22%-28.9pp | 4252.32%-4237.0pp | 160.75%-145.4pp |
| Employer contribution / active EE | $1,288 | $670+92.3% | $1,053+22.3% | $2,671-51.8% |
| Participant deferral / active EE | $1,915 | $1,202+59.4% | $1,922-0.4% | $4,126-53.6% |
| Admin fee / account holder | $4,635 | $1,727+168.4% | $2,486+86.4% | $5,651-18.0% |