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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 | $12,390 | $41,150-69.9% | $80,627-84.6% | $71,511-82.7% |
| Participation rate | 32.3% | 50.3%-18.0pp | 67.0%-34.8pp | 67.9%-35.7pp |
| Annual return | 32.03% | 38.48%-6.4pp | 936.76%-904.7pp | 28.86%+3.2pp |
| Employer contribution / active EE | $1,460 | $1,515-3.7% | $2,723-46.4% | $2,589-43.6% |
| Participant deferral / active EE | $3,676 | $2,701+36.1% | $4,443-17.3% | $4,291-14.3% |
| Admin fee / account holder | $3,635 | $1,841+97.4% | $5,381-32.5% | $1,588+128.8% |