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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 | $30,596 | $99,957-69.4% | $149,745-79.6% | $73,497-58.4% |
| Participation rate | 52.3% | 75.7%-23.4pp | 82.5%-30.1pp | 70.7%-18.3pp |
| Annual return | 17.35% | 53.87%-36.5pp | 276.72%-259.4pp | 28.51%-11.2pp |
| Employer contribution / active EE | $1,629 | $3,191-49.0% | $4,646-64.9% | $2,270-28.3% |
| Participant deferral / active EE | $2,793 | $6,073-54.0% | $6,843-59.2% | $3,740-25.3% |
| Admin fee / account holder | $4,884 | $551+786.8% | $9,312-47.6% | $513+851.8% |