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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 | $70,684-33.0% | $169,390-72.0% | $75,173-37.0% |
| Participation rate | 37.5% | 64.8%-27.3pp | 77.2%-39.7pp | 67.2%-29.7pp |
| Annual return | 21.63% | 36.38%-14.8pp | 406.07%-384.4pp | 160.72%-139.1pp |
| Employer contribution / active EE | $1,547 | $2,211-30.0% | $4,013-61.4% | $2,671-42.1% |
| Participant deferral / active EE | $4,212 | $4,310-2.3% | $6,222-32.3% | $4,126+2.1% |
| Admin fee / account holder | $1,104 | $5,404-79.6% | $9,015-87.8% | $5,651-80.5% |