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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 | $47,236 | $55,470-14.8% | $155,556-69.6% | $74,478-36.6% |
| Participation rate | 52.4% | 61.9%-9.5pp | 78.2%-25.8pp | 67.2%-14.8pp |
| Annual return | 21.13% | 269.80%-248.7pp | 64.84%-43.7pp | 1370.56%-1349.4pp |
| Employer contribution / active EE | $638 | $2,267-71.8% | $4,675-86.3% | $2,626-75.7% |
| Participant deferral / active EE | $2,696 | $2,838-5.0% | $5,631-52.1% | $4,350-38.0% |
| Admin fee / account holder | $3,570 | $1,744+104.7% | $15,885-77.5% | $1,946+83.5% |