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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 | $38,147 | $85,766-55.5% | $136,298-72.0% | $70,126-45.6% |
| Participation rate | 59.2% | 74.2%-15.0pp | 81.9%-22.8pp | 69.5%-10.4pp |
| Annual return | 17.70% | 31.46%-13.8pp | 5156.27%-5138.6pp | 73.15%-55.4pp |
| Employer contribution / active EE | $2,133 | $2,966-28.1% | $4,696-54.6% | $2,343-8.9% |
| Participant deferral / active EE | $3,804 | $5,051-24.7% | $6,247-39.1% | $3,332+14.2% |
| Admin fee / account holder | $1,409 | $5,421-74.0% | $9,244-84.8% | $4,645-69.7% |