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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 | $39,892 | $53,128-24.9% | $86,582-53.9% | $70,126-43.1% |
| Participation rate | 48.8% | 65.3%-16.5pp | 73.5%-24.8pp | 69.5%-20.8pp |
| Annual return | 21.18% | 27.66%-6.5pp | 965.08%-943.9pp | 73.15%-52.0pp |
| Employer contribution / active EE | $1,153 | $2,068-44.3% | $2,839-59.4% | $2,343-50.8% |
| Participant deferral / active EE | $1,747 | $2,695-35.2% | $3,609-51.6% | $3,332-47.6% |
| Admin fee / account holder | $749 | $3,584-79.1% | $4,904-84.7% | $4,645-83.9% |