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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 | $43,629 | $75,962-42.6% | $154,111-71.7% | $64,173-32.0% |
| Participation rate | 48.4% | 70.4%-22.0pp | 83.0%-34.7pp | 69.6%-21.2pp |
| Annual return | 35.65% | 30.32%+5.3pp | 735.18%-699.5pp | 7.63%+28.0pp |
| Employer contribution / active EE | $2,019 | $3,350-39.7% | $5,298-61.9% | $2,381-15.2% |
| Participant deferral / active EE | $4,039 | $3,175+27.2% | $5,081-20.5% | $3,470+16.4% |
| Admin fee / account holder | $3,328 | $5,589-40.4% | $13,411-75.2% | $4,887-31.9% |