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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 | $48,119 | $99,921-51.8% | $85,009-43.4% | $145,959-67.0% |
| Participation rate | 58.3% | 74.1%-15.8pp | 67.5%-9.2pp | 80.3%-22.0pp |
| Annual return | 13.78% | 83.89%-70.1pp | 66.47%-52.7pp | 561.95%-548.2pp |
| Employer contribution / active EE | $757 | $3,233-76.6% | $2,728-72.3% | $4,661-83.8% |
| Participant deferral / active EE | $3,865 | $5,293-27.0% | $4,522-14.5% | $6,689-42.2% |
| Admin fee / account holder | $10,625 | $7,252+46.5% | $6,153+72.7% | $13,398-20.7% |