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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 | $20,631 | $45,043-54.2% | $85,063-75.7% | $74,400-72.3% |
| Participation rate | 43.2% | 49.4%-6.2pp | 67.5%-24.3pp | 67.2%-24.0pp |
| Annual return | 50.98% | 26.26%+24.7pp | 66.54%-15.6pp | 1367.51%-1316.5pp |
| Employer contribution / active EE | $1,682 | $1,458+15.4% | $2,727-38.3% | $2,624-35.9% |
| Participant deferral / active EE | $2,896 | $2,733+6.0% | $4,523-36.0% | $4,348-33.4% |
| Admin fee / account holder | $1,584 | $2,210-28.3% | $6,155-74.3% | $1,944-18.5% |