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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 | $45,814 | $103,966-55.9% | $112,899-59.4% | $75,173-39.1% |
| Participation rate | 38.7% | 75.7%-37.0pp | 80.5%-41.8pp | 67.2%-28.5pp |
| Annual return | 83.29% | 24.54%+58.7pp | 34.11%+49.2pp | 160.72%-77.4pp |
| Employer contribution / active EE | $1,293 | $3,870-66.6% | $4,566-71.7% | $2,671-51.6% |
| Participant deferral / active EE | $2,945 | $5,456-46.0% | $6,516-54.8% | $4,126-28.6% |
| Admin fee / account holder | $349 | $7,663-95.4% | $7,047-95.0% | $5,651-93.8% |