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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 | $106,524-59.5% | $152,301-71.7% | $87,485-50.7% |
| Participation rate | 60.6% | 75.8%-15.1pp | 82.4%-21.8pp | 68.9%-8.3pp |
| Annual return | 134.68% | 26.89%+107.8pp | 80.50%+54.2pp | 26.06%+108.6pp |
| Employer contribution / active EE | $1,770 | $3,371-47.5% | $4,624-61.7% | $2,596-31.8% |
| Participant deferral / active EE | $6,045 | $6,525-7.4% | $8,004-24.5% | $4,274+41.4% |
| Admin fee / account holder | $1,932 | $8,287-76.7% | $14,398-86.6% | $7,775-75.1% |