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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 | $41,079 | $88,672-53.7% | $105,223-61.0% | $82,448-50.2% |
| Participation rate | 57.1% | 67.9%-10.8pp | 75.0%-17.9pp | 68.1%-10.9pp |
| Annual return | 25.14% | 30.86%-5.7pp | 180.65%-155.5pp | 41.64%-16.5pp |
| Employer contribution / active EE | $1,620 | $3,048-46.9% | $3,689-56.1% | $2,551-36.5% |
| Participant deferral / active EE | $2,621 | $4,036-35.1% | $5,072-48.3% | $4,139-36.7% |
| Admin fee / account holder | $3,007 | $7,146-57.9% | $8,859-66.1% | $7,234-58.4% |