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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 | $26,474 | $41,016-35.5% | $152,093-82.6% | $64,097-58.7% |
| Participation rate | 45.7% | 51.3%-5.7pp | 77.8%-32.1pp | 55.2%-9.5pp |
| Annual return | 93.44% | 39.60%+53.8pp | 66.36%+27.1pp | 34.64%+58.8pp |
| Employer contribution / active EE | $2,231 | $1,342+66.2% | $4,175-46.6% | $1,891+18.0% |
| Participant deferral / active EE | $2,612 | $1,927+35.5% | $5,451-52.1% | $3,080-15.2% |
| Admin fee / account holder | $3,755 | $2,305+62.9% | $14,497-74.1% | $3,454+8.7% |