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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 | $79,184-52.5% | $102,438-63.3% | $74,546-49.6% |
| Participation rate | 67.0% | 74.8%-7.7pp | 76.5%-9.5pp | 67.2%-0.2pp |
| Annual return | 19.07% | 54.95%-35.9pp | 29.37%-10.3pp | 1366.03%-1347.0pp |
| Employer contribution / active EE | $1,741 | $2,362-26.3% | $3,024-42.4% | $2,624-33.6% |
| Participant deferral / active EE | $2,775 | $4,414-37.1% | $5,054-45.1% | $4,347-36.2% |
| Admin fee / account holder | $4,467 | $2,001+123.2% | $9,448-52.7% | $1,944+129.8% |