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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 | $47,828 | $102,429-53.3% | $147,096-67.5% | $80,925-40.9% |
| Participation rate | 64.9% | 75.9%-11.0pp | 82.2%-17.3pp | 67.7%-2.8pp |
| Annual return | 30.21% | 135.02%-104.8pp | 419.75%-389.5pp | 35.65%-5.4pp |
| Employer contribution / active EE | $1,555 | $3,716-58.1% | $4,936-68.5% | $2,756-43.6% |
| Participant deferral / active EE | $4,873 | $6,649-26.7% | $8,071-39.6% | $4,299+13.4% |
| Admin fee / account holder | $526 | $7,957-93.4% | $13,005-96.0% | $6,940-92.4% |