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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 | $38,089 | $89,259-57.3% | $107,187-64.5% | $82,637-53.9% |
| Participation rate | 59.0% | 67.9%-9.0pp | 75.0%-16.0pp | 68.1%-9.1pp |
| Annual return | 142.59% | 21.02%+121.6pp | 204.55%-62.0pp | 53.51%+89.1pp |
| Employer contribution / active EE | $1,312 | $3,080-57.4% | $3,782-65.3% | $2,552-48.6% |
| Participant deferral / active EE | $4,520 | $4,037+12.0% | $5,096-11.3% | $4,126+9.6% |
| Admin fee / account holder | $826 | $7,381-88.8% | $9,162-91.0% | $7,339-88.7% |