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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 | $43,169 | $96,731-55.4% | $123,973-65.2% | $86,983-50.4% |
| Participation rate | 54.5% | 70.0%-15.5pp | 76.7%-22.1pp | 69.5%-15.0pp |
| Annual return | 28.52% | 17.33%+11.2pp | 388.13%-359.6pp | 25.83%+2.7pp |
| Employer contribution / active EE | $2,009 | $3,297-39.1% | $4,126-51.3% | $2,584-22.3% |
| Participant deferral / active EE | $3,978 | $4,152-4.2% | $5,247-24.2% | $4,194-5.1% |
| Admin fee / account holder | $564 | $8,722-93.5% | $11,799-95.2% | $7,856-92.8% |