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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 | $35,173 | $75,807-53.6% | $116,096-69.7% | $86,983-59.6% |
| Participation rate | 56.9% | 66.9%-10.0pp | 73.3%-16.5pp | 69.5%-12.7pp |
| Annual return | 62.92% | 18.57%+44.4pp | 326.25%-263.3pp | 25.83%+37.1pp |
| Employer contribution / active EE | $1,695 | $1,892-10.4% | $2,503-32.3% | $2,584-34.4% |
| Participant deferral / active EE | $3,000 | $3,212-6.6% | $3,952-24.1% | $4,194-28.5% |
| Admin fee / account holder | $2,109 | $6,659-68.3% | $7,704-72.6% | $7,856-73.1% |