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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 | $44,181 | $65,555-32.6% | $86,216-48.8% | $75,173-41.2% |
| Participation rate | 44.0% | 60.5%-16.5pp | 69.0%-25.0pp | 67.2%-23.2pp |
| Annual return | 16.49% | 46.07%-29.6pp | 1169.42%-1152.9pp | 160.72%-144.2pp |
| Employer contribution / active EE | $515 | $1,553-66.8% | $2,382-78.4% | $2,671-80.7% |
| Participant deferral / active EE | $3,332 | $3,023+10.2% | $3,986-16.4% | $4,126-19.2% |
| Admin fee / account holder | $4,870 | $5,469-10.9% | $6,853-28.9% | $5,651-13.8% |