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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 | $41,611 | $124,425-66.6% | $112,040-62.9% | $137,256-69.7% |
| Participation rate | 53.3% | 79.3%-26.0pp | 76.5%-23.2pp | 80.0%-26.6pp |
| Annual return | 67.65% | 24.72%+42.9pp | 24.52%+43.1pp | 220.34%-152.7pp |
| Employer contribution / active EE | $1,372 | $3,411-59.8% | $2,954-53.6% | $4,156-67.0% |
| Participant deferral / active EE | $2,621 | $5,718-54.2% | $5,098-48.6% | $6,407-59.1% |
| Admin fee / account holder | $8,231 | $15,207-45.9% | $12,098-32.0% | $12,270-32.9% |