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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 | $39,154 | $53,128-26.3% | $86,581-54.8% | $70,124-44.2% |
| Participation rate | 57.9% | 65.3%-7.4pp | 73.5%-15.7pp | 69.5%-11.6pp |
| Annual return | 13.84% | 27.66%-13.8pp | 965.06%-951.2pp | 73.14%-59.3pp |
| Employer contribution / active EE | $1,374 | $2,068-33.6% | $2,840-51.6% | $2,342-41.3% |
| Participant deferral / active EE | $1,838 | $2,695-31.8% | $3,609-49.1% | $3,332-44.8% |
| Admin fee / account holder | $2,034 | $3,584-43.2% | $4,904-58.5% | $4,645-56.2% |