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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 | $48,621 | $58,848-17.4% | $88,179-44.9% | $82,637-41.2% |
| Participation rate | 57.1% | 57.9%-0.8pp | 69.1%-12.0pp | 68.1%-10.9pp |
| Annual return | 236.35% | 22.76%+213.6pp | 64.97%+171.4pp | 53.51%+182.8pp |
| Employer contribution / active EE | $1,329 | $1,678-20.8% | $2,549-47.9% | $2,552-47.9% |
| Participant deferral / active EE | $2,712 | $3,124-13.2% | $4,614-41.2% | $4,126-34.3% |
| Admin fee / account holder | $1,169 | $4,795-75.6% | $7,673-84.8% | $7,339-84.1% |