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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 | $39,797 | $70,684-43.7% | $169,397-76.5% | $75,177-47.1% |
| Participation rate | 41.0% | 64.8%-23.8pp | 77.2%-36.2pp | 67.2%-26.2pp |
| Annual return | 17.92% | 36.38%-18.5pp | 406.23%-388.3pp | 160.75%-142.8pp |
| Employer contribution / active EE | $1,160 | $2,211-47.5% | $4,013-71.1% | $2,671-56.6% |
| Participant deferral / active EE | $2,784 | $4,310-35.4% | $6,223-55.3% | $4,126-32.5% |
| Admin fee / account holder | $2,535 | $5,404-53.1% | $9,017-71.9% | $5,651-55.1% |