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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 | $57,057-49.1% | $85,009-65.9% | $80,874-64.1% |
| Participation rate | 41.0% | 56.4%-15.3pp | 67.5%-26.5pp | 67.6%-26.6pp |
| Annual return | 214.43% | 21.66%+192.8pp | 66.47%+148.0pp | 35.62%+178.8pp |
| Employer contribution / active EE | $3,346 | $1,799+86.0% | $2,728+22.6% | $2,756+21.4% |
| Participant deferral / active EE | $5,146 | $3,112+65.4% | $4,522+13.8% | $4,297+19.8% |
| Admin fee / account holder | $4,861 | $4,986-2.5% | $6,153-21.0% | $6,935-29.9% |