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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 | $39,336 | $58,275-32.5% | $81,844-51.9% | $80,935-51.4% |
| Participation rate | 65.6% | 63.5%+2.2pp | 72.4%-6.8pp | 67.7%-2.0pp |
| Annual return | 21.13% | 41.82%-20.7pp | 778.87%-757.7pp | 35.66%-14.5pp |
| Employer contribution / active EE | $715 | $2,346-69.5% | $2,916-75.5% | $2,757-74.1% |
| Participant deferral / active EE | $2,967 | $3,285-9.7% | $4,323-31.4% | $4,299-31.0% |
| Admin fee / account holder | $921 | $4,749-80.6% | $7,355-87.5% | $6,924-86.7% |