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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 | $49,936 | $104,482-52.2% | $159,455-68.7% | $79,393-37.1% |
| Participation rate | 56.7% | 76.6%-19.9pp | 82.8%-26.1pp | 70.7%-14.0pp |
| Annual return | 18.84% | 67.96%-49.1pp | 263.63%-244.8pp | 116.87%-98.0pp |
| Employer contribution / active EE | $2,238 | $3,416-34.5% | $4,830-53.7% | $2,428-7.8% |
| Participant deferral / active EE | $4,628 | $6,467-28.4% | $7,353-37.1% | $4,046+14.4% |
| Admin fee / account holder | $1,275 | $711+79.3% | $10,800-88.2% | $627+103.6% |