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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 | $66,876 | $95,406-29.9% | $185,849-64.0% | $85,847-22.1% |
| Participation rate | 36.4% | 68.8%-32.4pp | 81.7%-45.3pp | 69.3%-33.0pp |
| Annual return | 28.25% | 23.59%+4.7pp | 122.10%-93.8pp | 318.61%-290.4pp |
| Employer contribution / active EE | $1,646 | $3,314-50.3% | $5,169-68.2% | $2,565-35.8% |
| Participant deferral / active EE | $4,040 | $3,424+18.0% | $5,569-27.5% | $3,952+2.2% |
| Admin fee / account holder | $3,847 | $7,214-46.7% | $16,244-76.3% | $6,261-38.6% |