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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 | $43,396 | $129,476-66.5% | $93,515-53.6% | $158,982-72.7% |
| Participation rate | 47.8% | 71.0%-23.2pp | 66.8%-19.0pp | 82.0%-34.1pp |
| Annual return | 19.28% | 118.56%-99.3pp | 78.21%-58.9pp | 302.99%-283.7pp |
| Employer contribution / active EE | $1,803 | $2,717-33.6% | $2,077-13.2% | $4,763-62.1% |
| Participant deferral / active EE | $3,282 | $3,916-16.2% | $3,129+4.9% | $5,983-45.2% |
| Admin fee / account holder | $446 | $7,396-94.0% | $5,235-91.5% | $11,252-96.0% |