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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 | $40,784 | $95,406-57.3% | $185,849-78.1% | $85,847-52.5% |
| Participation rate | 50.9% | 68.8%-17.8pp | 81.7%-30.8pp | 69.3%-18.4pp |
| Annual return | 40.07% | 23.59%+16.5pp | 122.10%-82.0pp | 318.61%-278.5pp |
| Employer contribution / active EE | $1,106 | $3,314-66.6% | $5,169-78.6% | $2,565-56.9% |
| Participant deferral / active EE | $1,464 | $3,424-57.2% | $5,569-73.7% | $3,952-63.0% |
| Admin fee / account holder | $5,163 | $7,214-28.4% | $16,244-68.2% | $6,261-17.5% |