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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 | $37,168 | $63,342-41.3% | $92,235-59.7% | $70,131-47.0% |
| Participation rate | 40.3% | 68.7%-28.4pp | 76.5%-36.2pp | 69.5%-29.2pp |
| Annual return | 16.86% | 530.15%-513.3pp | 176.28%-159.4pp | 73.14%-56.3pp |
| Employer contribution / active EE | $983 | $2,471-60.2% | $3,679-73.3% | $2,342-58.0% |
| Participant deferral / active EE | $2,092 | $2,854-26.7% | $3,897-46.3% | $3,332-37.2% |
| Admin fee / account holder | $5,259 | $3,840+36.9% | $5,194+1.3% | $4,645+13.2% |