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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 | $79,181-52.5% | $102,423-63.3% | $74,429-49.5% |
| Participation rate | 67.0% | 74.8%-7.7pp | 76.5%-9.5pp | 67.2%-0.2pp |
| Annual return | 19.07% | 54.97%-35.9pp | 29.42%-10.4pp | 1368.38%-1349.3pp |
| Employer contribution / active EE | $1,741 | $2,362-26.3% | $3,023-42.4% | $2,625-33.7% |
| Participant deferral / active EE | $2,775 | $4,416-37.2% | $5,054-45.1% | $4,348-36.2% |
| Admin fee / account holder | $4,467 | $2,002+123.1% | $9,455-52.8% | $1,944+129.7% |