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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 | $38,730 | $77,920-50.3% | $149,723-74.1% | $75,177-48.5% |
| Participation rate | 38.5% | 65.6%-27.1pp | 78.8%-40.3pp | 67.2%-28.7pp |
| Annual return | 52.52% | 31.72%+20.8pp | 134.50%-82.0pp | 160.75%-108.2pp |
| Employer contribution / active EE | $590 | $3,138-81.2% | $4,821-87.8% | $2,671-77.9% |
| Participant deferral / active EE | $1,340 | $3,411-60.7% | $5,682-76.4% | $4,126-67.5% |
| Admin fee / account holder | $9,367 | $5,951+57.4% | $13,215-29.1% | $5,651+65.7% |