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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 | $96,731-57.5% | $123,973-66.9% | $86,983-52.8% |
| Participation rate | 57.1% | 70.0%-12.9pp | 76.7%-19.5pp | 69.5%-12.4pp |
| Annual return | 25.14% | 17.33%+7.8pp | 388.13%-363.0pp | 25.83%-0.7pp |
| Employer contribution / active EE | $1,620 | $3,297-50.9% | $4,126-60.7% | $2,584-37.3% |
| Participant deferral / active EE | $2,621 | $4,152-36.9% | $5,247-50.0% | $4,194-37.5% |
| Admin fee / account holder | $3,007 | $8,722-65.5% | $11,799-74.5% | $7,856-61.7% |