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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 | $37,100 | $53,127-30.2% | $86,587-57.2% | $70,131-47.1% |
| Participation rate | 34.4% | 65.3%-30.9pp | 73.5%-39.2pp | 69.5%-35.2pp |
| Annual return | 18.32% | 27.66%-9.3pp | 964.86%-946.5pp | 73.14%-54.8pp |
| Employer contribution / active EE | $1,097 | $2,068-46.9% | $2,839-61.3% | $2,342-53.2% |
| Participant deferral / active EE | $3,169 | $2,696+17.6% | $3,609-12.2% | $3,332-4.9% |
| Admin fee / account holder | $333 | $3,585-90.7% | $4,906-93.2% | $4,645-92.8% |