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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 | $39,361 | $63,346-37.9% | $92,239-57.3% | $70,124-43.9% |
| Participation rate | 45.2% | 68.7%-23.4pp | 76.5%-31.2pp | 69.5%-24.3pp |
| Annual return | 18.53% | 530.19%-511.7pp | 176.29%-157.8pp | 73.14%-54.6pp |
| Employer contribution / active EE | $1,076 | $2,471-56.5% | $3,680-70.8% | $2,342-54.1% |
| Participant deferral / active EE | $2,231 | $2,854-21.8% | $3,897-42.8% | $3,332-33.0% |
| Admin fee / account holder | $3,019 | $3,841-21.4% | $5,194-41.9% | $4,645-35.0% |