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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 | $40,676 | $69,248-41.3% | $64,101-36.5% | $139,466-70.8% |
| Participation rate | 52.2% | 75.6%-23.4pp | 72.3%-20.1pp | 80.3%-28.2pp |
| Annual return | 12.58% | 45.95%-33.4pp | 33.72%-21.1pp | 373.66%-361.1pp |
| Employer contribution / active EE | $1,027 | $3,185-67.8% | $2,749-62.7% | $4,754-78.4% |
| Participant deferral / active EE | $4,308 | $4,682-8.0% | $3,881+11.0% | $6,712-35.8% |
| Admin fee / account holder | $736 | $4,247-82.7% | $3,070-76.0% | $11,409-93.5% |