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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 | $37,608 | $79,223-52.5% | $102,460-63.3% | $74,478-49.5% |
| Participation rate | 67.0% | 74.8%-7.7pp | 76.5%-9.5pp | 67.2%-0.2pp |
| Annual return | 19.07% | 54.98%-35.9pp | 29.47%-10.4pp | 1370.56%-1351.5pp |
| Employer contribution / active EE | $1,741 | $2,363-26.3% | $3,025-42.4% | $2,626-33.7% |
| Participant deferral / active EE | $2,775 | $4,417-37.2% | $5,056-45.1% | $4,350-36.2% |
| Admin fee / account holder | $4,467 | $2,003+123.0% | $9,460-52.8% | $1,946+129.6% |