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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 | $38,589 | $77,814-50.4% | $158,223-75.6% | $86,983-55.6% |
| Participation rate | 53.6% | 68.4%-14.8pp | 79.2%-25.6pp | 69.5%-16.0pp |
| Annual return | 135.53% | 30.54%+105.0pp | 52.09%+83.4pp | 25.83%+109.7pp |
| Employer contribution / active EE | $952 | $2,592-63.3% | $4,109-76.8% | $2,584-63.2% |
| Participant deferral / active EE | $2,953 | $3,270-9.7% | $5,467-46.0% | $4,194-29.6% |
| Admin fee / account holder | $715 | $5,879-87.8% | $16,047-95.5% | $7,856-90.9% |