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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 | $41,076 | $48,432-15.2% | $121,210-66.1% | $71,529-42.6% |
| Participation rate | 56.2% | 54.3%+1.9pp | 69.5%-13.4pp | 67.9%-11.7pp |
| Annual return | 22.03% | 23.28%-1.2pp | 987.41%-965.4pp | 28.97%-6.9pp |
| Employer contribution / active EE | $578 | $1,493-61.3% | $4,171-86.1% | $2,590-77.7% |
| Participant deferral / active EE | $3,731 | $2,756+35.4% | $4,084-8.6% | $4,291-13.1% |
| Admin fee / account holder | $1,081 | $1,845-41.4% | $5,647-80.8% | $1,588-31.9% |