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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 | $48,466 | $63,346-23.5% | $92,240-47.5% | $70,126-30.9% |
| Participation rate | 56.4% | 68.7%-12.3pp | 76.5%-20.1pp | 69.5%-13.2pp |
| Annual return | 16.09% | 530.19%-514.1pp | 176.29%-160.2pp | 73.15%-57.1pp |
| Employer contribution / active EE | $846 | $2,471-65.8% | $3,680-77.0% | $2,343-63.9% |
| Participant deferral / active EE | $2,082 | $2,854-27.0% | $3,897-46.6% | $3,332-37.5% |
| Admin fee / account holder | $838 | $3,841-78.2% | $5,194-83.9% | $4,645-82.0% |