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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 | $40,328 | $65,555-38.5% | $86,216-53.2% | $75,173-46.4% |
| Participation rate | 52.1% | 60.5%-8.4pp | 69.0%-16.9pp | 67.2%-15.1pp |
| Annual return | 18.04% | 46.07%-28.0pp | 1169.42%-1151.4pp | 160.72%-142.7pp |
| Employer contribution / active EE | $1,830 | $1,553+17.8% | $2,382-23.2% | $2,671-31.5% |
| Participant deferral / active EE | $3,950 | $3,023+30.6% | $3,986-0.9% | $4,126-4.3% |
| Admin fee / account holder | $3,204 | $5,469-41.4% | $6,853-53.3% | $5,651-43.3% |