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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 | $39,004 | $105,856-63.2% | $90,161-56.7% | $147,586-73.6% |
| Participation rate | 58.8% | 79.7%-20.9pp | 76.9%-18.0pp | 82.8%-24.0pp |
| Annual return | 19.24% | 37.63%-18.4pp | 34.89%-15.6pp | 578.59%-559.4pp |
| Employer contribution / active EE | $1,617 | $4,126-60.8% | $3,318-51.3% | $4,876-66.8% |
| Participant deferral / active EE | $2,324 | $5,733-59.5% | $5,287-56.0% | $5,439-57.3% |
| Admin fee / account holder | $2,094 | $8,046-74.0% | $5,943-64.8% | $10,886-80.8% |