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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 | $29,401 | $37,156-20.9% | $83,854-64.9% | $86,983-66.2% |
| Participation rate | 46.2% | 49.1%-2.9pp | 59.1%-13.0pp | 69.5%-23.4pp |
| Annual return | 83.71% | 29.88%+53.8pp | 31.39%+52.3pp | 25.83%+57.9pp |
| Employer contribution / active EE | $1,704 | $661+157.8% | $1,017+67.5% | $2,584-34.1% |
| Participant deferral / active EE | $3,317 | $1,418+133.9% | $2,035+63.0% | $4,194-20.9% |
| Admin fee / account holder | $4,563 | $2,510+81.8% | $3,197+42.8% | $7,856-41.9% |