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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 | $40,870 | $43,730-6.5% | $66,674-38.7% | $64,097-36.2% |
| Participation rate | 43.3% | 50.7%-7.5pp | 73.7%-30.4pp | 55.2%-11.9pp |
| Annual return | 36.25% | 53.62%-17.4pp | 321.24%-285.0pp | 34.64%+1.6pp |
| Employer contribution / active EE | $1,436 | $1,673-14.2% | $2,620-45.2% | $1,891-24.1% |
| Participant deferral / active EE | $2,724 | $2,122+28.4% | $4,084-33.3% | $3,080-11.5% |
| Admin fee / account holder | $5,804 | $2,708+114.4% | $5,098+13.9% | $3,454+68.0% |