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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 | $40,394 | $49,199-17.9% | $121,204-66.7% | $75,173-46.3% |
| Participation rate | 65.8% | 55.4%+10.4pp | 69.5%-3.7pp | 67.2%-1.4pp |
| Annual return | 14.75% | 56.04%-41.3pp | 987.18%-972.4pp | 160.72%-146.0pp |
| Employer contribution / active EE | $1,460 | $1,547-5.6% | $4,170-65.0% | $2,671-45.3% |
| Participant deferral / active EE | $1,900 | $2,630-27.8% | $4,083-53.5% | $4,126-54.0% |
| Admin fee / account holder | $2,434 | $3,946-38.3% | $5,651-56.9% | $5,651-56.9% |