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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 | $39,643 | $112,915-64.9% | $90,965-56.4% | $158,950-75.1% |
| Participation rate | 60.0% | 74.7%-14.7pp | 69.0%-9.0pp | 82.0%-22.0pp |
| Annual return | 18.00% | 215.75%-197.8pp | 134.57%-116.6pp | 302.91%-284.9pp |
| Employer contribution / active EE | $1,639 | $2,894-43.4% | $2,122-22.8% | $4,762-65.6% |
| Participant deferral / active EE | $5,459 | $4,128+32.2% | $3,373+61.8% | $5,983-8.8% |
| Admin fee / account holder | $1,806 | $8,044-77.5% | $5,960-69.7% | $11,248-83.9% |