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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 | $43,156 | $106,749-59.6% | $145,433-70.3% | $82,448-47.7% |
| Participation rate | 60.6% | 75.6%-15.0pp | 82.1%-21.5pp | 68.1%-7.5pp |
| Annual return | 134.68% | 27.59%+107.1pp | 66.58%+68.1pp | 41.64%+93.0pp |
| Employer contribution / active EE | $1,770 | $3,444-48.6% | $4,554-61.1% | $2,551-30.6% |
| Participant deferral / active EE | $6,045 | $6,519-7.3% | $7,897-23.5% | $4,139+46.0% |
| Admin fee / account holder | $1,932 | $8,390-77.0% | $13,129-85.3% | $7,234-73.3% |