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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 | $48,223 | $81,403-40.8% | $147,027-67.2% | $87,485-44.9% |
| Participation rate | 44.4% | 63.4%-19.0pp | 73.7%-29.3pp | 68.9%-24.5pp |
| Annual return | 100.13% | 16.51%+83.6pp | 20.23%+79.9pp | 26.06%+74.1pp |
| Employer contribution / active EE | $1,702 | $2,205-22.8% | $3,626-53.1% | $2,596-34.4% |
| Participant deferral / active EE | $2,674 | $3,315-19.4% | $4,933-45.8% | $4,274-37.4% |
| Admin fee / account holder | $22,793 | $6,755+237.4% | $12,223+86.5% | $7,775+193.2% |