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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 | $39,170 | $89,370-56.2% | $141,197-72.3% | $72,976-46.3% |
| Participation rate | 60.4% | 75.1%-14.7pp | 82.5%-22.1pp | 69.5%-9.1pp |
| Annual return | 22.45% | 111.88%-89.4pp | 71.41%-49.0pp | 81.02%-58.6pp |
| Employer contribution / active EE | $2,113 | $3,115-32.2% | $4,736-55.4% | $2,440-13.4% |
| Participant deferral / active EE | $4,198 | $5,419-22.5% | $6,710-37.4% | $3,608+16.4% |
| Admin fee / account holder | $552 | $5,957-90.7% | $10,265-94.6% | $5,124-89.2% |