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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 | $43,639 | $58,311-25.2% | $81,882-46.7% | $80,959-46.1% |
| Participation rate | 42.9% | 63.5%-20.6pp | 72.4%-29.5pp | 67.7%-24.8pp |
| Annual return | 34.77% | 41.85%-7.1pp | 779.47%-744.7pp | 35.67%-0.9pp |
| Employer contribution / active EE | $1,391 | $2,347-40.7% | $2,916-52.3% | $2,757-49.6% |
| Participant deferral / active EE | $4,016 | $3,287+22.2% | $4,323-7.1% | $4,300-6.6% |
| Admin fee / account holder | $727 | $4,752-84.7% | $7,360-90.1% | $6,925-89.5% |