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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 | $47,387 | $70,666-32.9% | $169,385-72.0% | $75,181-37.0% |
| Participation rate | 37.5% | 64.8%-27.3pp | 77.2%-39.7pp | 67.2%-29.7pp |
| Annual return | 21.63% | 36.37%-14.7pp | 405.82%-384.2pp | 160.69%-139.1pp |
| Employer contribution / active EE | $1,547 | $2,210-30.0% | $4,012-61.4% | $2,671-42.1% |
| Participant deferral / active EE | $4,212 | $4,308-2.2% | $6,221-32.3% | $4,126+2.1% |
| Admin fee / account holder | $1,104 | $5,402-79.6% | $9,011-87.7% | $5,650-80.5% |