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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 | $41,168 | $102,065-59.7% | $453,569-90.9% | $85,847-52.0% |
| Participation rate | 44.7% | 72.4%-27.6pp | 78.0%-33.3pp | 69.3%-24.6pp |
| Annual return | 118.40% | 25.44%+93.0pp | 64.43%+54.0pp | 318.61%-200.2pp |
| Employer contribution / active EE | $1,196 | $2,852-58.1% | $4,072-70.6% | $2,565-53.4% |
| Participant deferral / active EE | $2,933 | $4,789-38.8% | $6,211-52.8% | $3,952-25.8% |
| Admin fee / account holder | $498 | $5,717-91.3% | $11,214-95.6% | $6,261-92.0% |