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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 | $49,253 | $47,848+2.9% | $81,473-39.5% | $70,126-29.8% |
| Participation rate | 35.2% | 58.3%-23.1pp | 68.0%-32.8pp | 69.5%-34.4pp |
| Annual return | 117.96% | 27.25%+90.7pp | 38.78%+79.2pp | 73.15%+44.8pp |
| Employer contribution / active EE | $850 | $1,527-44.3% | $2,568-66.9% | $2,343-63.7% |
| Participant deferral / active EE | $1,690 | $2,453-31.1% | $3,537-52.2% | $3,332-49.3% |
| Admin fee / account holder | $705 | $3,145-77.6% | $4,561-84.5% | $4,645-84.8% |