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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 | $10,036 | $76,407-86.9% | $150,298-93.3% | $82,448-87.8% |
| Participation rate | 47.1% | 66.4%-19.3pp | 77.8%-30.7pp | 68.1%-21.0pp |
| Annual return | 168.32% | 39.99%+128.3pp | 62.79%+105.5pp | 41.64%+126.7pp |
| Employer contribution / active EE | $1,227 | $2,614-53.1% | $4,154-70.5% | $2,551-51.9% |
| Participant deferral / active EE | $1,878 | $3,214-41.6% | $5,453-65.6% | $4,139-54.6% |
| Admin fee / account holder | $9,642 | $6,352+51.8% | $14,116-31.7% | $7,234+33.3% |