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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 | $39,309 | $102,422-61.6% | $147,117-73.3% | $80,959-51.4% |
| Participation rate | 59.7% | 75.9%-16.2pp | 82.2%-22.5pp | 67.7%-8.0pp |
| Annual return | 21.93% | 135.16%-113.2pp | 420.54%-398.6pp | 35.67%-13.7pp |
| Employer contribution / active EE | $3,486 | $3,717-6.2% | $4,932-29.3% | $2,757+26.4% |
| Participant deferral / active EE | $3,677 | $6,652-44.7% | $8,065-54.4% | $4,300-14.5% |
| Admin fee / account holder | $630 | $7,953-92.1% | $12,993-95.1% | $6,925-90.9% |