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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 | $47,220 | $103,038-54.2% | $90,324-47.7% | $152,909-69.1% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 25.78% | 95.25%-69.5pp | 78.15%-52.4pp | 345.46%-319.7pp |
| Employer contribution / active EE | $1,549 | $3,141-50.7% | $2,856-45.8% | $4,764-67.5% |
| Participant deferral / active EE | $5,997 | $4,282+40.0% | $3,885+54.3% | $5,851+2.5% |
| Admin fee / account holder | $2,191 | $6,177-64.5% | $5,356-59.1% | $11,601-81.1% |