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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 | $42,239 | $41,151+2.6% | $80,648-47.6% | $71,529-40.9% |
| Participation rate | 27.7% | 50.2%-22.6pp | 67.0%-39.4pp | 67.9%-40.3pp |
| Annual return | 15.20% | 38.49%-23.3pp | 937.21%-922.0pp | 28.97%-13.8pp |
| Employer contribution / active EE | $725 | $1,513-52.1% | $2,724-73.4% | $2,590-72.0% |
| Participant deferral / active EE | $1,421 | $2,700-47.4% | $4,443-68.0% | $4,291-66.9% |
| Admin fee / account holder | $3,496 | $1,842+89.8% | $5,382-35.0% | $1,588+120.1% |