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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 | $29,014 | $57,140-49.2% | $85,240-66.0% | $80,959-64.2% |
| Participation rate | 41.0% | 56.4%-15.4pp | 67.5%-26.5pp | 67.7%-26.6pp |
| Annual return | 214.43% | 21.71%+192.7pp | 66.75%+147.7pp | 35.67%+178.8pp |
| Employer contribution / active EE | $3,346 | $1,802+85.7% | $2,735+22.3% | $2,757+21.4% |
| Participant deferral / active EE | $5,146 | $3,115+65.2% | $4,527+13.7% | $4,300+19.7% |
| Admin fee / account holder | $4,861 | $4,992-2.6% | $6,165-21.1% | $6,925-29.8% |