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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 | $102,429-59.8% | $147,096-72.0% | $80,925-49.1% |
| Participation rate | 68.0% | 75.9%-7.9pp | 82.2%-14.2pp | 67.7%+0.3pp |
| Annual return | 28.10% | 135.02%-106.9pp | 419.75%-391.6pp | 35.65%-7.5pp |
| Employer contribution / active EE | $1,954 | $3,716-47.4% | $4,936-60.4% | $2,756-29.1% |
| Participant deferral / active EE | $3,120 | $6,649-53.1% | $8,071-61.3% | $4,299-27.4% |
| Admin fee / account holder | $4,307 | $7,957-45.9% | $13,005-66.9% | $6,940-37.9% |