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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 | $58,241-32.5% | $81,780-51.9% | $80,911-51.4% |
| Participation rate | 65.6% | 63.4%+2.2pp | 72.4%-6.7pp | 67.6%-2.0pp |
| Annual return | 21.13% | 41.73%-20.6pp | 776.27%-755.1pp | 35.63%-14.5pp |
| Employer contribution / active EE | $715 | $2,343-69.5% | $2,914-75.5% | $2,756-74.1% |
| Participant deferral / active EE | $2,967 | $3,283-9.6% | $4,321-31.3% | $4,297-30.9% |
| Admin fee / account holder | $921 | $4,973-81.5% | $7,384-87.5% | $6,935-86.7% |