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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 | $42,337 | $61,125-30.7% | $94,057-55.0% | $87,485-51.6% |
| Participation rate | 66.7% | 64.1%+2.6pp | 73.3%-6.7pp | 68.9%-2.3pp |
| Annual return | 13.71% | 35.20%-21.5pp | 480.62%-466.9pp | 26.06%-12.4pp |
| Employer contribution / active EE | $841 | $2,136-60.6% | $2,933-71.3% | $2,596-67.6% |
| Participant deferral / active EE | $1,822 | $3,260-44.1% | $4,709-61.3% | $4,274-57.4% |
| Admin fee / account holder | $10,058 | $5,629+78.7% | $7,244+38.8% | $7,775+29.4% |