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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 | $38,167 | $91,559-58.3% | $133,971-71.5% | $79,852-52.2% |
| Participation rate | 64.3% | 73.3%-9.1pp | 79.8%-15.6pp | 69.6%-5.4pp |
| Annual return | 12.74% | 61.85%-49.1pp | 45.09%-32.4pp | 31.72%-19.0pp |
| Employer contribution / active EE | $624 | $2,384-73.8% | $3,919-84.1% | $2,471-74.7% |
| Participant deferral / active EE | $2,407 | $3,734-35.5% | $5,047-52.3% | $3,740-35.6% |
| Admin fee / account holder | $3,747 | $6,321-40.7% | $8,929-58.0% | $5,306-29.4% |