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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 | $50,153 | $105,284-52.4% | $150,734-66.7% | $94,015-46.7% |
| Participation rate | 48.0% | 71.7%-23.7pp | 78.4%-30.4pp | 70.8%-22.8pp |
| Annual return | 36.65% | 15.67%+21.0pp | 600.81%-564.2pp | 17.84%+18.8pp |
| Employer contribution / active EE | $2,002 | $3,599-44.4% | $4,918-59.3% | $2,790-28.3% |
| Participant deferral / active EE | $4,576 | $4,274+7.1% | $5,610-18.4% | $4,249+7.7% |
| Admin fee / account holder | $398 | $9,839-96.0% | $14,905-97.3% | $8,951-95.6% |