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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 | $35,955 | $85,766-58.1% | $136,298-73.6% | $70,126-48.7% |
| Participation rate | 59.5% | 74.2%-14.6pp | 81.9%-22.4pp | 69.5%-10.0pp |
| Annual return | 14.58% | 31.46%-16.9pp | 5156.27%-5141.7pp | 73.15%-58.6pp |
| Employer contribution / active EE | $1,815 | $2,966-38.8% | $4,696-61.3% | $2,343-22.5% |
| Participant deferral / active EE | $4,714 | $5,051-6.7% | $6,247-24.5% | $3,332+41.5% |
| Admin fee / account holder | $1,050 | $5,421-80.6% | $9,244-88.6% | $4,645-77.4% |