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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 | $52,022 | $78,707-33.9% | $117,861-55.9% | $70,126-25.8% |
| Participation rate | 38.7% | 73.2%-34.5pp | 79.7%-41.0pp | 69.5%-30.9pp |
| Annual return | 12.98% | 23.30%-10.3pp | 335.11%-322.1pp | 73.15%-60.2pp |
| Employer contribution / active EE | $2,013 | $2,223-9.5% | $3,786-46.8% | $2,343-14.1% |
| Participant deferral / active EE | $1,703 | $3,297-48.3% | $4,482-62.0% | $3,332-48.9% |
| Admin fee / account holder | $808 | $5,066-84.0% | $8,021-89.9% | $4,645-82.6% |