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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 | $46,245 | $63,346-27.0% | $92,240-49.9% | $70,126-34.1% |
| Participation rate | 54.8% | 68.7%-13.9pp | 76.5%-21.7pp | 69.5%-14.8pp |
| Annual return | 14.30% | 530.19%-515.9pp | 176.29%-162.0pp | 73.15%-58.8pp |
| Employer contribution / active EE | $1,321 | $2,471-46.6% | $3,680-64.1% | $2,343-43.6% |
| Participant deferral / active EE | $2,532 | $2,854-11.3% | $3,897-35.0% | $3,332-24.0% |
| Admin fee / account holder | $2,430 | $3,841-36.7% | $5,194-53.2% | $4,645-47.7% |