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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 | $39,874 | $103,392-61.4% | $87,104-54.2% | $152,897-73.9% |
| Participation rate | 61.5% | 79.4%-17.8pp | 76.9%-15.3pp | 82.5%-20.9pp |
| Annual return | 19.66% | 28.10%-8.4pp | 28.19%-8.5pp | 345.43%-325.8pp |
| Employer contribution / active EE | $1,178 | $3,221-63.4% | $2,521-53.3% | $4,764-75.3% |
| Participant deferral / active EE | $3,263 | $4,778-31.7% | $4,048-19.4% | $5,851-44.2% |
| Admin fee / account holder | $5,112 | $12,194-58.1% | $7,491-31.8% | $11,599-55.9% |