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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 | $34,496 | $102,422-66.3% | $147,117-76.6% | $80,959-57.4% |
| Participation rate | 47.2% | 75.9%-28.7pp | 82.2%-35.0pp | 67.7%-20.4pp |
| Annual return | 34.28% | 135.16%-100.9pp | 420.54%-386.3pp | 35.67%-1.4pp |
| Employer contribution / active EE | $3,642 | $3,717-2.0% | $4,932-26.2% | $2,757+32.1% |
| Participant deferral / active EE | $8,063 | $6,652+21.2% | $8,0650% | $4,300+87.5% |
| Admin fee / account holder | $12,969 | $7,953+63.1% | $12,993-0.2% | $6,925+87.3% |