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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 | $39,427 | $108,882-63.8% | $96,754-59.3% | $154,746-74.5% |
| Participation rate | 55.6% | 75.1%-19.5pp | 70.3%-14.7pp | 80.7%-25.1pp |
| Annual return | 17.54% | 98.39%-80.9pp | 82.04%-64.5pp | 172.34%-154.8pp |
| Employer contribution / active EE | $725 | $3,018-76.0% | $2,679-73.0% | $4,379-83.5% |
| Participant deferral / active EE | $3,281 | $5,323-38.4% | $4,758-31.0% | $6,730-51.2% |
| Admin fee / account holder | $2,117 | $10,200-79.2% | $8,905-76.2% | $14,365-85.3% |