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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 | $40,130 | $50,947-21.2% | $74,549-46.2% | $64,173-37.5% |
| Participation rate | 39.2% | 61.1%-21.9pp | 69.1%-30.0pp | 69.6%-30.4pp |
| Annual return | 82.73% | -1.85%+84.6pp | 32.53%+50.2pp | 7.63%+75.1pp |
| Employer contribution / active EE | $385 | $1,115-65.5% | $1,961-80.4% | $2,381-83.8% |
| Participant deferral / active EE | $1,120 | $2,302-51.3% | $3,108-64.0% | $3,470-67.7% |
| Admin fee / account holder | $863 | $4,221-79.5% | $5,059-82.9% | $4,887-82.3% |