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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 | $20,754 | $72,027-71.2% | $185,861-88.8% | $79,856-74.0% |
| Participation rate | 38.6% | 65.8%-27.2pp | 78.0%-39.5pp | 69.6%-31.1pp |
| Annual return | 102.88% | 23.13%+79.8pp | 35.96%+66.9pp | 31.71%+71.2pp |
| Employer contribution / active EE | $839 | $1,965-57.3% | $4,088-79.5% | $2,471-66.1% |
| Participant deferral / active EE | $2,151 | $3,780-43.1% | $5,634-61.8% | $3,741-42.5% |
| Admin fee / account holder | $2,300 | $4,513-49.0% | $9,503-75.8% | $5,306-56.7% |