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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 | $43,149 | $71,208-39.4% | $93,681-53.9% | $80,911-46.7% |
| Participation rate | 29.4% | 60.4%-31.0pp | 68.7%-39.3pp | 67.6%-38.2pp |
| Annual return | 110.69% | 11.27%+99.4pp | 133.47%-22.8pp | 35.63%+75.1pp |
| Employer contribution / active EE | $1,946 | $1,564+24.4% | $2,422-19.7% | $2,756-29.4% |
| Participant deferral / active EE | $3,715 | $4,035-7.9% | $4,415-15.8% | $4,297-13.5% |
| Admin fee / account holder | $3,416 | $6,951-50.9% | $8,290-58.8% | $6,935-50.7% |