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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 | $40,501 | $99,875-59.4% | $146,866-72.4% | $86,983-53.4% |
| Participation rate | 67.4% | 75.8%-8.4pp | 82.5%-15.1pp | 69.5%-2.2pp |
| Annual return | 134.10% | 28.10%+106.0pp | 102.85%+31.2pp | 25.83%+108.3pp |
| Employer contribution / active EE | $2,088 | $3,224-35.2% | $4,425-52.8% | $2,584-19.2% |
| Participant deferral / active EE | $3,376 | $6,322-46.6% | $7,759-56.5% | $4,194-19.5% |
| Admin fee / account holder | $1,286 | $7,838-83.6% | $13,620-90.6% | $7,856-83.6% |