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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 | $36,491 | $98,776-63.1% | $149,745-75.6% | $79,856-54.3% |
| Participation rate | 67.7% | 75.8%-8.0pp | 82.5%-14.7pp | 69.6%-1.9pp |
| Annual return | 24.19% | 27.38%-3.2pp | 276.72%-252.5pp | 31.71%-7.5pp |
| Employer contribution / active EE | $1,772 | $3,217-44.9% | $4,646-61.9% | $2,471-28.3% |
| Participant deferral / active EE | $2,853 | $5,681-49.8% | $6,843-58.3% | $3,741-23.7% |
| Admin fee / account holder | $2,075 | $6,053-65.7% | $9,312-77.7% | $5,306-60.9% |