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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 | $38,004 | $49,896-23.8% | $80,627-52.9% | $75,173-49.4% |
| Participation rate | 49.2% | 55.3%-6.1pp | 67.0%-17.8pp | 67.2%-18.0pp |
| Annual return | 30.32% | 34.67%-4.3pp | 936.76%-906.4pp | 160.72%-130.4pp |
| Employer contribution / active EE | $1,626 | $1,699-4.3% | $2,723-40.3% | $2,671-39.1% |
| Participant deferral / active EE | $3,615 | $2,992+20.8% | $4,443-18.6% | $4,126-12.4% |
| Admin fee / account holder | $4,392 | $3,578+22.7% | $5,381-18.4% | $5,651-22.3% |