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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 | $66,587 | $78,705-15.4% | $117,860-43.5% | $70,124-5.0% |
| Participation rate | 40.9% | 73.2%-32.3pp | 79.7%-38.8pp | 69.5%-28.6pp |
| Annual return | 41.46% | 23.30%+18.2pp | 335.10%-293.6pp | 73.14%-31.7pp |
| Employer contribution / active EE | $1,161 | $2,223-47.8% | $3,786-69.3% | $2,342-50.4% |
| Participant deferral / active EE | $2,594 | $3,297-21.3% | $4,482-42.1% | $3,332-22.1% |
| Admin fee / account holder | $554 | $5,065-89.1% | $8,021-93.1% | $4,645-88.1% |