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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 | $39,013 | $77,920-49.9% | $149,723-73.9% | $75,177-48.1% |
| Participation rate | 50.6% | 65.6%-15.0pp | 78.8%-28.2pp | 67.2%-16.6pp |
| Annual return | 85.01% | 31.72%+53.3pp | 134.50%-49.5pp | 160.75%-75.7pp |
| Employer contribution / active EE | $1,385 | $3,138-55.9% | $4,821-71.3% | $2,671-48.1% |
| Participant deferral / active EE | $2,567 | $3,411-24.8% | $5,682-54.8% | $4,126-37.8% |
| Admin fee / account holder | $2,409 | $5,951-59.5% | $13,215-81.8% | $5,651-57.4% |