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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 | $41,721 | $58,311-28.5% | $81,882-49.0% | $80,959-48.5% |
| Participation rate | 67.6% | 63.5%+4.2pp | 72.4%-4.7pp | 67.7%0pp |
| Annual return | 14.34% | 41.85%-27.5pp | 779.47%-765.1pp | 35.67%-21.3pp |
| Employer contribution / active EE | $784 | $2,347-66.6% | $2,916-73.1% | $2,757-71.6% |
| Participant deferral / active EE | $2,188 | $3,287-33.4% | $4,323-49.4% | $4,300-49.1% |
| Admin fee / account holder | $422 | $4,752-91.1% | $7,360-94.3% | $6,925-93.9% |