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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 | $35,351 | $63,346-44.2% | $92,240-61.7% | $70,126-49.6% |
| Participation rate | 48.3% | 68.7%-20.4pp | 76.5%-28.2pp | 69.5%-21.3pp |
| Annual return | 15.91% | 530.19%-514.3pp | 176.29%-160.4pp | 73.15%-57.2pp |
| Employer contribution / active EE | $1,388 | $2,471-43.8% | $3,680-62.3% | $2,343-40.7% |
| Participant deferral / active EE | $1,638 | $2,854-42.6% | $3,897-58.0% | $3,332-50.8% |
| Admin fee / account holder | $375 | $3,841-90.2% | $5,194-92.8% | $4,645-91.9% |