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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 | $49,226 | $48,570+1.3% | $130,660-62.3% | $72,976-32.5% |
| Participation rate | 42.0% | 58.6%-16.5pp | 71.7%-29.7pp | 69.5%-27.5pp |
| Annual return | 20.95% | 38.63%-17.7pp | 1709.29%-1688.3pp | 81.02%-60.1pp |
| Employer contribution / active EE | $885 | $1,334-33.7% | $4,092-78.4% | $2,440-63.7% |
| Participant deferral / active EE | $1,730 | $2,384-27.4% | $3,603-52.0% | $3,608-52.1% |
| Admin fee / account holder | $1,619 | $3,549-54.4% | $5,463-70.4% | $5,124-68.4% |