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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 | $82,133-41.7% | $147,318-67.5% | $64,097-25.2% |
| Participation rate | 43.4% | 62.3%-18.9pp | 82.1%-38.7pp | 55.2%-11.8pp |
| Annual return | 68.43% | 78.78%-10.4pp | 70.43%-2.0pp | 34.64%+33.8pp |
| Employer contribution / active EE | $1,000 | $2,872-65.2% | $4,593-78.2% | $1,891-47.2% |
| Participant deferral / active EE | $1,989 | $5,407-63.2% | $7,906-74.8% | $3,080-35.4% |
| Admin fee / account holder | $4,655 | $3,730+24.8% | $13,708-66.0% | $3,454+34.8% |