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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 | $51,944 | $65,395-20.6% | $182,558-71.5% | $72,976-28.8% |
| Participation rate | 47.1% | 65.4%-18.4pp | 78.0%-30.9pp | 69.5%-22.4pp |
| Annual return | 61.70% | 27.68%+34.0pp | 148.59%-86.9pp | 81.02%-19.3pp |
| Employer contribution / active EE | $1,227 | $1,911-35.8% | $4,076-69.9% | $2,440-49.7% |
| Participant deferral / active EE | $2,284 | $3,563-35.9% | $5,526-58.7% | $3,608-36.7% |
| Admin fee / account holder | $1,728 | $4,245-59.3% | $8,594-79.9% | $5,124-66.3% |