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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 | $50,029 | $34,316+45.8% | $74,722-33.0% | $72,975-31.4% |
| Participation rate | 43.6% | 42.4%+1.2pp | 54.5%-10.8pp | 69.5%-25.9pp |
| Annual return | 17.74% | 26.58%-8.8pp | 753.11%-735.4pp | 81.01%-63.3pp |
| Employer contribution / active EE | $364 | $692-47.4% | $1,084-66.5% | $2,440-85.1% |
| Participant deferral / active EE | $1,565 | $1,272+23.1% | $1,963-20.3% | $3,608-56.6% |
| Admin fee / account holder | $2,378 | $2,125+11.9% | $3,335-28.7% | $5,124-53.6% |