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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 | $30,485 | $106,247-71.3% | $96,515-68.4% | $139,466-78.1% |
| Participation rate | 38.5% | 77.8%-39.4pp | 74.3%-35.9pp | 80.3%-41.9pp |
| Annual return | 52.18% | 38.47%+13.7pp | 35.73%+16.5pp | 373.66%-321.5pp |
| Employer contribution / active EE | $2,458 | $4,106-40.1% | $3,740-34.3% | $4,754-48.3% |
| Participant deferral / active EE | $4,305 | $5,456-21.1% | $4,880-11.8% | $6,712-35.9% |
| Admin fee / account holder | $7,200 | $7,885-8.7% | $6,735+6.9% | $11,409-36.9% |