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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 | $40,350 | $53,841-25.1% | $75,731-46.7% | $85,851-53.0% |
| Participation rate | 55.1% | 69.0%-14.0pp | 74.8%-19.8pp | 69.3%-14.2pp |
| Annual return | 51.36% | 24.54%+26.8pp | 104.65%-53.3pp | 318.63%-267.3pp |
| Employer contribution / active EE | $708 | $2,017-64.9% | $2,743-74.2% | $2,565-72.4% |
| Participant deferral / active EE | $1,948 | $2,895-32.7% | $3,820-49.0% | $3,952-50.7% |
| Admin fee / account holder | $1,266 | $3,340-62.1% | $3,620-65.0% | $6,261-79.8% |