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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 | $53,682 | $85,766-37.4% | $136,298-60.6% | $70,126-23.4% |
| Participation rate | 44.2% | 74.2%-29.9pp | 81.9%-37.7pp | 69.5%-25.3pp |
| Annual return | 15.56% | 31.46%-15.9pp | 5156.27%-5140.7pp | 73.15%-57.6pp |
| Employer contribution / active EE | $1,484 | $2,966-50.0% | $4,696-68.4% | $2,343-36.7% |
| Participant deferral / active EE | $3,468 | $5,051-31.3% | $6,247-44.5% | $3,332+4.1% |
| Admin fee / account holder | $1,190 | $5,421-78.1% | $9,244-87.1% | $4,645-74.4% |