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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 | $38,327 | $58,408-34.4% | $180,320-78.7% | $69,733-45.0% |
| Participation rate | 56.7% | 54.2%+2.5pp | 71.5%-14.8pp | 62.5%-5.8pp |
| Annual return | 11.66% | 15.02%-3.4pp | 778.54%-766.9pp | 15.22%-3.6pp |
| Employer contribution / active EE | $371 | $1,159-68.0% | $4,108-91.0% | $2,250-83.5% |
| Participant deferral / active EE | $1,525 | $2,723-44.0% | $4,304-64.6% | $3,054-50.1% |
| Admin fee / account holder | $2,172 | $4,205-48.4% | $10,000-78.3% | $3,102-30.0% |