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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 | $55,446-14.8% | $155,574-69.6% | $74,429-36.5% |
| Participation rate | 52.4% | 61.9%-9.5pp | 78.2%-25.8pp | 67.2%-14.8pp |
| Annual return | 21.13% | 269.20%-248.1pp | 64.87%-43.7pp | 1368.38%-1347.3pp |
| Employer contribution / active EE | $638 | $2,266-71.8% | $4,676-86.3% | $2,625-75.7% |
| Participant deferral / active EE | $2,696 | $2,836-4.9% | $5,629-52.1% | $4,348-38.0% |
| Admin fee / account holder | $3,570 | $1,743+104.8% | $15,914-77.6% | $1,944+83.6% |