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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 | $48,025 | $110,629-56.6% | $80,784-40.6% | $167,553-71.3% |
| Participation rate | 66.7% | 64.0%+2.7pp | 54.2%+12.5pp | 82.1%-15.4pp |
| Annual return | 19.65% | 120.58%-100.9pp | 87.31%-67.7pp | 478.89%-459.2pp |
| Employer contribution / active EE | $1,047 | $1,543-32.2% | $1,160-9.8% | $4,840-78.4% |
| Participant deferral / active EE | $9,884 | $2,871+244.3% | $2,145+360.7% | $6,343+55.8% |
| Admin fee / account holder | $569 | $4,547-87.5% | $3,380-83.2% | $12,316-95.4% |