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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 | $43,617 | $102,385-57.4% | $147,080-70.3% | $80,935-46.1% |
| Participation rate | 43.6% | 75.9%-32.3pp | 82.2%-38.6pp | 67.7%-24.1pp |
| Annual return | 40.11% | 135.09%-95.0pp | 420.17%-380.1pp | 35.66%+4.5pp |
| Employer contribution / active EE | $1,292 | $3,717-65.2% | $4,933-73.8% | $2,757-53.1% |
| Participant deferral / active EE | $3,431 | $6,651-48.4% | $8,066-57.5% | $4,299-20.2% |
| Admin fee / account holder | $1,097 | $7,951-86.2% | $12,989-91.6% | $6,924-84.2% |