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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 | $35,925 | $85,169-57.8% | $172,755-79.2% | $72,983-50.8% |
| Participation rate | 61.3% | 70.1%-8.8pp | 82.6%-21.4pp | 69.5%-8.2pp |
| Annual return | 27.44% | 27.32%+0.1pp | 802.94%-775.5pp | 81.01%-53.6pp |
| Employer contribution / active EE | $1,457 | $3,324-56.2% | $5,144-71.7% | $2,440-40.3% |
| Participant deferral / active EE | $3,806 | $3,260+16.8% | $5,198-26.8% | $3,608+5.5% |
| Admin fee / account holder | $482 | $5,880-91.8% | $13,955-96.5% | $5,124-90.6% |