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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 | $35,954 | $48,053-25.2% | $84,623-57.5% | $72,983-50.7% |
| Participation rate | 56.9% | 57.6%-0.7pp | 68.2%-11.3pp | 69.5%-12.6pp |
| Annual return | 24.15% | 37.39%-13.2pp | 258.77%-234.6pp | 81.01%-56.9pp |
| Employer contribution / active EE | $244 | $1,602-84.7% | $2,652-90.8% | $2,440-90.0% |
| Participant deferral / active EE | $3,340 | $2,681+24.6% | $3,899-14.4% | $3,608-7.4% |
| Admin fee / account holder | $1,975 | $3,395-41.8% | $4,913-59.8% | $5,124-61.5% |