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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 | $47,419 | $93,598-49.3% | $135,974-65.1% | $75,173-36.9% |
| Participation rate | 60.0% | 75.2%-15.2pp | 81.9%-21.9pp | 67.2%-7.2pp |
| Annual return | 167.32% | 30.89%+136.4pp | 68.30%+99.0pp | 160.72%+6.6pp |
| Employer contribution / active EE | $1,871 | $3,538-47.1% | $4,859-61.5% | $2,671-30.0% |
| Participant deferral / active EE | $4,691 | $6,405-26.8% | $7,760-39.6% | $4,126+13.7% |
| Admin fee / account holder | $1,413 | $6,978-79.8% | $10,767-86.9% | $5,651-75.0% |