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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 | $26,647 | $89,370-70.2% | $141,197-81.1% | $72,976-63.5% |
| Participation rate | 56.3% | 75.1%-18.8pp | 82.5%-26.2pp | 69.5%-13.2pp |
| Annual return | 193.05% | 111.88%+81.2pp | 71.41%+121.6pp | 81.02%+112.0pp |
| Employer contribution / active EE | $1,325 | $3,115-57.5% | $4,736-72.0% | $2,440-45.7% |
| Participant deferral / active EE | $2,699 | $5,419-50.2% | $6,710-59.8% | $3,608-25.2% |
| Admin fee / account holder | $1,393 | $5,957-76.6% | $10,265-86.4% | $5,124-72.8% |