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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 | $41,032 | $85,171-51.8% | $172,753-76.2% | $72,976-43.8% |
| Participation rate | 53.3% | 70.1%-16.7pp | 82.6%-29.3pp | 69.5%-16.2pp |
| Annual return | 29.44% | 27.32%+2.1pp | 803.00%-773.6pp | 81.02%-51.6pp |
| Employer contribution / active EE | $861 | $3,324-74.1% | $5,144-83.3% | $2,440-64.7% |
| Participant deferral / active EE | $2,086 | $3,260-36.0% | $5,198-59.9% | $3,608-42.2% |
| Admin fee / account holder | $1,976 | $5,880-66.4% | $13,956-85.8% | $5,124-61.4% |