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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 | $48,065 | $52,279-8.1% | $89,414-46.2% | $79,852-39.8% |
| Participation rate | 23.7% | 57.5%-33.8pp | 68.0%-44.3pp | 69.6%-45.9pp |
| Annual return | 56.85% | 22.16%+34.7pp | 245.50%-188.6pp | 31.72%+25.1pp |
| Employer contribution / active EE | $586 | $1,572-62.7% | $2,586-77.3% | $2,471-76.3% |
| Participant deferral / active EE | $1,428 | $2,740-47.9% | $3,890-63.3% | $3,740-61.8% |
| Admin fee / account holder | $1,139 | $3,356-66.1% | $4,883-76.7% | $5,306-78.5% |