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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 | $38,804 | $63,346-38.7% | $92,240-57.9% | $70,126-44.7% |
| Participation rate | 49.2% | 68.7%-19.5pp | 76.5%-27.3pp | 69.5%-20.4pp |
| Annual return | 18.16% | 530.19%-512.0pp | 176.29%-158.1pp | 73.15%-55.0pp |
| Employer contribution / active EE | $1,908 | $2,471-22.8% | $3,680-48.1% | $2,343-18.5% |
| Participant deferral / active EE | $3,069 | $2,854+7.6% | $3,897-21.2% | $3,332-7.9% |
| Admin fee / account holder | $4,816 | $3,841+25.4% | $5,194-7.3% | $4,645+3.7% |