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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 | $48,338 | $61,125-20.9% | $94,057-48.6% | $87,485-44.7% |
| Participation rate | 35.7% | 64.1%-28.4pp | 73.3%-37.6pp | 68.9%-33.2pp |
| Annual return | 13.28% | 35.20%-21.9pp | 480.62%-467.3pp | 26.06%-12.8pp |
| Employer contribution / active EE | $1,404 | $2,136-34.3% | $2,933-52.1% | $2,596-45.9% |
| Participant deferral / active EE | $1,906 | $3,260-41.5% | $4,709-59.5% | $4,274-55.4% |
| Admin fee / account holder | $3,954 | $5,629-29.8% | $7,244-45.4% | $7,775-49.1% |