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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 | $38,819 | $102,429-62.1% | $147,096-73.6% | $80,925-52.0% |
| Participation rate | 66.0% | 75.9%-9.9pp | 82.2%-16.2pp | 67.7%-1.7pp |
| Annual return | 13.53% | 135.02%-121.5pp | 419.75%-406.2pp | 35.65%-22.1pp |
| Employer contribution / active EE | $1,679 | $3,716-54.8% | $4,936-66.0% | $2,756-39.1% |
| Participant deferral / active EE | $3,046 | $6,649-54.2% | $8,071-62.3% | $4,299-29.2% |
| Admin fee / account holder | $632 | $7,957-92.1% | $13,005-95.1% | $6,940-90.9% |