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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 | $38,233 | $49,891-23.4% | $80,607-52.6% | $75,181-49.1% |
| Participation rate | 56.3% | 55.3%+0.9pp | 67.0%-10.8pp | 67.2%-10.9pp |
| Annual return | 45.20% | 34.67%+10.5pp | 936.11%-890.9pp | 160.69%-115.5pp |
| Employer contribution / active EE | $1,473 | $1,698-13.3% | $2,724-45.9% | $2,671-44.8% |
| Participant deferral / active EE | $2,818 | $2,991-5.8% | $4,448-36.6% | $4,126-31.7% |
| Admin fee / account holder | $1,467 | $3,578-59.0% | $5,379-72.7% | $5,650-74.0% |