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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 | $47,915 | $88,360-45.8% | $145,433-67.1% | $67,986-29.5% |
| Participation rate | 43.4% | 65.5%-22.1pp | 82.1%-38.7pp | 57.2%-13.8pp |
| Annual return | 68.43% | 63.15%+5.3pp | 66.58%+1.9pp | 31.67%+36.8pp |
| Employer contribution / active EE | $1,000 | $3,054-67.3% | $4,554-78.1% | $2,019-50.5% |
| Participant deferral / active EE | $1,989 | $5,932-66.5% | $7,897-74.8% | $3,358-40.8% |
| Admin fee / account holder | $4,655 | $3,313+40.5% | $13,129-64.5% | $3,203+45.3% |