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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 | $47,915 | $85,171-43.7% | $172,752-72.3% | $72,975-34.3% |
| Participation rate | 52.0% | 70.1%-18.1pp | 82.6%-30.6pp | 69.5%-17.5pp |
| Annual return | 81.33% | 27.32%+54.0pp | 802.97%-721.6pp | 81.01%+0.3pp |
| Employer contribution / active EE | $1,024 | $3,324-69.2% | $5,144-80.1% | $2,440-58.0% |
| Participant deferral / active EE | $2,458 | $3,260-24.6% | $5,198-52.7% | $3,608-31.9% |
| Admin fee / account holder | $3,588 | $5,880-39.0% | $13,955-74.3% | $5,124-30.0% |