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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 | $38,967 | $65,428-40.4% | $169,390-77.0% | $71,511-45.5% |
| Participation rate | 42.9% | 66.9%-24.0pp | 77.2%-34.3pp | 67.9%-25.1pp |
| Annual return | 19.42% | 21.35%-1.9pp | 406.07%-386.7pp | 28.86%-9.4pp |
| Employer contribution / active EE | $924 | $2,064-55.2% | $4,013-77.0% | $2,589-64.3% |
| Participant deferral / active EE | $2,738 | $4,360-37.2% | $6,222-56.0% | $4,291-36.2% |
| Admin fee / account holder | $1,686 | $1,328+27.0% | $9,015-81.3% | $1,588+6.2% |