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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 | $29,069 | $89,367-67.5% | $141,191-79.4% | $72,975-60.2% |
| Participation rate | 59.3% | 75.1%-15.9pp | 82.5%-23.2pp | 69.5%-10.2pp |
| Annual return | 63.53% | 111.87%-48.3pp | 71.41%-7.9pp | 81.01%-17.5pp |
| Employer contribution / active EE | $1,972 | $3,115-36.7% | $4,736-58.4% | $2,440-19.2% |
| Participant deferral / active EE | $4,290 | $5,419-20.8% | $6,710-36.1% | $3,608+18.9% |
| Admin fee / account holder | $2,459 | $5,957-58.7% | $10,264-76.0% | $5,124-52.0% |