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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 | $36,755 | $70,666-48.0% | $169,385-78.3% | $75,181-51.1% |
| Participation rate | 57.1% | 64.8%-7.6pp | 77.2%-20.0pp | 67.2%-10.1pp |
| Annual return | 18.41% | 36.37%-18.0pp | 405.82%-387.4pp | 160.69%-142.3pp |
| Employer contribution / active EE | $1,953 | $2,210-11.6% | $4,012-51.3% | $2,671-26.9% |
| Participant deferral / active EE | $4,036 | $4,308-6.3% | $6,221-35.1% | $4,126-2.2% |
| Admin fee / account holder | $712 | $5,402-86.8% | $9,011-92.1% | $5,650-87.4% |