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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 | $41,227 | $68,878-40.1% | $120,574-65.8% | $80,935-49.1% |
| Participation rate | 35.7% | 61.7%-26.0pp | 71.9%-36.2pp | 67.7%-31.9pp |
| Annual return | 82.93% | 23.67%+59.3pp | 107.42%-24.5pp | 35.66%+47.3pp |
| Employer contribution / active EE | $1,255 | $2,065-39.2% | $3,471-63.8% | $2,757-54.5% |
| Participant deferral / active EE | $2,513 | $3,189-21.2% | $4,996-49.7% | $4,299-41.6% |
| Admin fee / account holder | $1,653 | $5,782-71.4% | $9,445-82.5% | $6,924-76.1% |