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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 | $55,210 | $93,598-41.0% | $135,974-59.4% | $75,173-26.6% |
| Participation rate | 60.7% | 75.2%-14.5pp | 81.9%-21.2pp | 67.2%-6.5pp |
| Annual return | 129.11% | 30.89%+98.2pp | 68.30%+60.8pp | 160.72%-31.6pp |
| Employer contribution / active EE | $1,358 | $3,538-61.6% | $4,859-72.1% | $2,671-49.2% |
| Participant deferral / active EE | $4,874 | $6,405-23.9% | $7,760-37.2% | $4,126+18.1% |
| Admin fee / account holder | $1,286 | $6,978-81.6% | $10,767-88.1% | $5,651-77.2% |