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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 | $18,703 | $61,356-69.5% | $149,696-87.5% | $71,511-73.8% |
| Participation rate | 61.1% | 62.5%-1.5pp | 78.8%-17.7pp | 67.9%-6.9pp |
| Annual return | 80.04% | 35.86%+44.2pp | 134.46%-54.4pp | 28.86%+51.2pp |
| Employer contribution / active EE | $1,835 | $2,382-23.0% | $4,821-61.9% | $2,589-29.1% |
| Participant deferral / active EE | $3,622 | $2,920+24.0% | $5,682-36.3% | $4,291-15.6% |
| Admin fee / account holder | $3,756 | $1,263+197.4% | $13,212-71.6% | $1,588+136.5% |