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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 | $35,089 | $88,672-60.4% | $105,223-66.7% | $82,448-57.4% |
| Participation rate | 46.7% | 67.9%-21.3pp | 75.0%-28.4pp | 68.1%-21.4pp |
| Annual return | 48.67% | 30.86%+17.8pp | 180.65%-132.0pp | 41.64%+7.0pp |
| Employer contribution / active EE | $1,630 | $3,048-46.5% | $3,689-55.8% | $2,551-36.1% |
| Participant deferral / active EE | $2,388 | $4,036-40.8% | $5,072-52.9% | $4,139-42.3% |
| Admin fee / account holder | $1,671 | $7,146-76.6% | $8,859-81.1% | $7,234-76.9% |