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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 | $51,220 | $86,949-41.1% | $102,460-50.0% | $80,959-36.7% |
| Participation rate | 27.5% | 72.4%-44.9pp | 76.5%-49.0pp | 67.7%-40.2pp |
| Annual return | 97.18% | 18.89%+78.3pp | 29.47%+67.7pp | 35.67%+61.5pp |
| Employer contribution / active EE | $1,283 | $2,370-45.8% | $3,025-57.6% | $2,757-53.5% |
| Participant deferral / active EE | $2,342 | $4,121-43.2% | $5,056-53.7% | $4,300-45.5% |
| Admin fee / account holder | $898 | $8,048-88.8% | $9,460-90.5% | $6,925-87.0% |