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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 | $47,796 | $63,342-24.5% | $92,236-48.2% | $70,131-31.8% |
| Participation rate | 42.9% | 68.7%-25.8pp | 76.5%-33.6pp | 69.5%-26.7pp |
| Annual return | 19.34% | 530.15%-510.8pp | 176.29%-156.9pp | 73.14%-53.8pp |
| Employer contribution / active EE | $3,022 | $2,471+22.3% | $3,679-17.9% | $2,342+29.0% |
| Participant deferral / active EE | $2,184 | $2,854-23.5% | $3,897-44.0% | $3,332-34.5% |
| Admin fee / account holder | $948 | $3,840-75.3% | $5,194-81.7% | $4,645-79.6% |