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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 | $49,056 | $65,434-25.0% | $98,483-50.2% | $85,847-42.9% |
| Participation rate | 52.1% | 65.0%-12.9pp | 73.3%-21.2pp | 69.3%-17.2pp |
| Annual return | 15.11% | 21.75%-6.6pp | 1494.38%-1479.3pp | 318.61%-303.5pp |
| Employer contribution / active EE | $934 | $2,169-56.9% | $2,961-68.4% | $2,565-63.6% |
| Participant deferral / active EE | $4,171 | $3,168+31.7% | $4,276-2.5% | $3,952+5.5% |
| Admin fee / account holder | $5,099 | $4,595+11.0% | $5,953-14.3% | $6,261-18.6% |