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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 | $96,731-48.2% | $123,973-59.5% | $86,983-42.3% |
| Participation rate | 48.0% | 70.0%-22.0pp | 76.7%-28.7pp | 69.5%-21.5pp |
| Annual return | 36.65% | 17.33%+19.3pp | 388.13%-351.5pp | 25.83%+10.8pp |
| Employer contribution / active EE | $2,002 | $3,297-39.3% | $4,126-51.5% | $2,584-22.5% |
| Participant deferral / active EE | $4,576 | $4,152+10.2% | $5,247-12.8% | $4,194+9.1% |
| Admin fee / account holder | $398 | $8,722-95.4% | $11,799-96.6% | $7,856-94.9% |