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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 | $41,562 | $98,760-57.9% | $149,715-72.2% | $79,858-48.0% |
| Participation rate | 35.8% | 75.8%-39.9pp | 82.5%-46.6pp | 69.6%-33.8pp |
| Annual return | 14.47% | 27.43%-13.0pp | 276.66%-262.2pp | 31.72%-17.2pp |
| Employer contribution / active EE | $1,904 | $3,217-40.8% | $4,645-59.0% | $2,471-23.0% |
| Participant deferral / active EE | $5,415 | $5,681-4.7% | $6,842-20.9% | $3,740+44.8% |
| Admin fee / account holder | $9,974 | $6,053+64.8% | $9,310+7.1% | $5,306+88.0% |