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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 | $31,861 | $61,605-48.3% | $112,273-71.6% | $75,173-57.6% |
| Participation rate | 50.0% | 61.7%-11.7pp | 72.4%-22.4pp | 67.2%-17.2pp |
| Annual return | 122.70% | 28.47%+94.2pp | 30.23%+92.5pp | 160.72%-38.0pp |
| Employer contribution / active EE | $1,743 | $2,015-13.5% | $3,431-49.2% | $2,671-34.7% |
| Participant deferral / active EE | $3,634 | $3,108+16.9% | $4,800-24.3% | $4,126-11.9% |
| Admin fee / account holder | $396 | $4,862-91.9% | $7,752-94.9% | $5,651-93.0% |