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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 | $27,782 | $65,395-57.5% | $182,540-84.8% | $72,975-61.9% |
| Participation rate | 58.0% | 65.4%-7.4pp | 78.0%-20.0pp | 69.5%-11.5pp |
| Annual return | 96.02% | 27.68%+68.3pp | 148.58%-52.6pp | 81.01%+15.0pp |
| Employer contribution / active EE | $2,384 | $1,911+24.8% | $4,076-41.5% | $2,440-2.3% |
| Participant deferral / active EE | $4,944 | $3,563+38.8% | $5,525-10.5% | $3,608+37.0% |
| Admin fee / account holder | $535 | $4,245-87.4% | $8,593-93.8% | $5,124-89.6% |