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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 | $54,181 | $91,179-40.6% | $178,499-69.6% | $79,852-32.1% |
| Participation rate | 65.0% | 69.2%-4.2pp | 81.9%-16.9pp | 69.6%-4.6pp |
| Annual return | 46.08% | 24.19%+21.9pp | 151.10%-105.0pp | 31.72%+14.4pp |
| Employer contribution / active EE | $1,068 | $3,256-67.2% | $5,011-78.7% | $2,471-56.8% |
| Participant deferral / active EE | $1,950 | $3,236-39.7% | $5,202-62.5% | $3,740-47.9% |
| Admin fee / account holder | $348 | $6,749-94.8% | $13,986-97.5% | $5,306-93.4% |