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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 | $29,746 | $91,198-67.4% | $178,503-83.3% | $79,856-62.8% |
| Participation rate | 43.9% | 69.2%-25.4pp | 81.9%-38.1pp | 69.6%-25.8pp |
| Annual return | 56.44% | 24.20%+32.2pp | 151.12%-94.7pp | 31.71%+24.7pp |
| Employer contribution / active EE | $1,514 | $3,257-53.5% | $5,011-69.8% | $2,471-38.7% |
| Participant deferral / active EE | $2,385 | $3,237-26.3% | $5,202-54.2% | $3,741-36.2% |
| Admin fee / account holder | $2,114 | $6,748-68.7% | $13,987-84.9% | $5,306-60.2% |