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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 | $73,545 | $106,749-31.1% | $145,433-49.4% | $82,448-10.8% |
| Participation rate | 38.5% | 75.6%-37.2pp | 82.1%-43.7pp | 68.1%-29.6pp |
| Annual return | 102.31% | 27.59%+74.7pp | 66.58%+35.7pp | 41.64%+60.7pp |
| Employer contribution / active EE | $1,274 | $3,444-63.0% | $4,554-72.0% | $2,551-50.0% |
| Participant deferral / active EE | $2,633 | $6,519-59.6% | $7,897-66.7% | $4,139-36.4% |
| Admin fee / account holder | $683 | $8,390-91.9% | $13,129-94.8% | $7,234-90.6% |