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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 | $41,202 | $102,382-59.8% | $147,005-72.0% | $80,874-49.1% |
| Participation rate | 68.0% | 75.8%-7.8pp | 82.2%-14.2pp | 67.6%+0.4pp |
| Annual return | 28.10% | 134.89%-106.8pp | 418.76%-390.7pp | 35.62%-7.5pp |
| Employer contribution / active EE | $1,954 | $3,715-47.4% | $4,934-60.4% | $2,756-29.1% |
| Participant deferral / active EE | $3,120 | $6,646-53.1% | $8,070-61.3% | $4,297-27.4% |
| Admin fee / account holder | $4,307 | $7,942-45.8% | $13,006-66.9% | $6,935-37.9% |