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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 | $35,277 | $69,012-48.9% | $160,009-78.0% | $68,486-48.5% |
| Participation rate | 60.0% | 65.4%-5.4pp | 78.0%-18.0pp | 67.9%-7.9pp |
| Annual return | 23.61% | -9.65%+33.3pp | 408.85%-385.2pp | -7.85%+31.5pp |
| Employer contribution / active EE | $1,197 | $2,212-45.9% | $4,225-71.7% | $2,597-53.9% |
| Participant deferral / active EE | $3,245 | $4,212-22.9% | $6,183-47.5% | $4,028-19.4% |
| Admin fee / account holder | $2,426 | $4,798-49.4% | $8,715-72.2% | $5,404-55.1% |