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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 | $45,384 | $76,407-40.6% | $150,298-69.8% | $82,448-45.0% |
| Participation rate | 42.3% | 66.4%-24.1pp | 77.8%-35.5pp | 68.1%-25.8pp |
| Annual return | 158.43% | 39.99%+118.4pp | 62.79%+95.6pp | 41.64%+116.8pp |
| Employer contribution / active EE | $1,340 | $2,614-48.7% | $4,154-67.7% | $2,551-47.5% |
| Participant deferral / active EE | $3,538 | $3,214+10.1% | $5,453-35.1% | $4,139-14.5% |
| Admin fee / account holder | $1,292 | $6,352-79.7% | $14,116-90.8% | $7,234-82.1% |