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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 | $13,974 | $41,016-65.9% | $152,093-90.8% | $64,097-78.2% |
| Participation rate | 47.7% | 51.3%-3.6pp | 77.8%-30.0pp | 55.2%-7.4pp |
| Annual return | 143.99% | 39.60%+104.4pp | 66.36%+77.6pp | 34.64%+109.3pp |
| Employer contribution / active EE | $1,398 | $1,342+4.2% | $4,175-66.5% | $1,891-26.1% |
| Participant deferral / active EE | $1,646 | $1,927-14.6% | $5,451-69.8% | $3,080-46.6% |
| Admin fee / account holder | $1,578 | $2,305-31.6% | $14,497-89.1% | $3,454-54.3% |