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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 | $67,309 | $95,406-29.5% | $185,849-63.8% | $85,847-21.6% |
| Participation rate | 42.9% | 68.8%-25.9pp | 81.7%-38.9pp | 69.3%-26.5pp |
| Annual return | 31.23% | 23.59%+7.6pp | 122.10%-90.9pp | 318.61%-287.4pp |
| Employer contribution / active EE | $1,588 | $3,314-52.1% | $5,169-69.3% | $2,565-38.1% |
| Participant deferral / active EE | $4,492 | $3,424+31.2% | $5,569-19.3% | $3,952+13.7% |
| Admin fee / account holder | $1,340 | $7,214-81.4% | $16,244-91.8% | $6,261-78.6% |