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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 | $65,504 | $99,875-34.4% | $146,866-55.4% | $86,983-24.7% |
| Participation rate | 39.3% | 75.8%-36.5pp | 82.5%-43.2pp | 69.5%-30.3pp |
| Annual return | 58.55% | 28.10%+30.4pp | 102.85%-44.3pp | 25.83%+32.7pp |
| Employer contribution / active EE | $372 | $3,224-88.5% | $4,425-91.6% | $2,584-85.6% |
| Participant deferral / active EE | $4,764 | $6,322-24.7% | $7,759-38.6% | $4,194+13.6% |
| Admin fee / account holder | $7,732 | $7,838-1.4% | $13,620-43.2% | $7,856-1.6% |