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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 | $40,641 | $78,707-48.4% | $117,861-65.5% | $70,126-42.0% |
| Participation rate | 50.0% | 73.2%-23.2pp | 79.7%-29.7pp | 69.5%-19.5pp |
| Annual return | 20.10% | 23.30%-3.2pp | 335.11%-315.0pp | 73.15%-53.0pp |
| Employer contribution / active EE | $678 | $2,223-69.5% | $3,786-82.1% | $2,343-71.1% |
| Participant deferral / active EE | $3,141 | $3,297-4.8% | $4,482-29.9% | $3,332-5.7% |
| Admin fee / account holder | $9,575 | $5,066+89.0% | $8,021+19.4% | $4,645+106.1% |