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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 | $52,007 | $68,398-24.0% | $94,664-45.1% | $75,173-30.8% |
| Participation rate | 51.8% | 76.1%-24.3pp | 80.8%-29.1pp | 67.2%-15.4pp |
| Annual return | 177.31% | 616.72%-439.4pp | 156.84%+20.5pp | 160.72%+16.6pp |
| Employer contribution / active EE | $1,831 | $2,701-32.2% | $3,673-50.2% | $2,671-31.5% |
| Participant deferral / active EE | $3,592 | $6,537-45.1% | $7,417-51.6% | $4,126-13.0% |
| Admin fee / account holder | $2,400 | $5,324-54.9% | $7,222-66.8% | $5,651-57.5% |