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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 | $49,369 | $51,649-4.4% | $124,206-60.3% | $64,097-23.0% |
| Participation rate | 37.9% | 45.2%-7.3pp | 69.6%-31.7pp | 55.2%-17.3pp |
| Annual return | 18.08% | 19.98%-1.9pp | 515.27%-497.2pp | 34.64%-16.6pp |
| Employer contribution / active EE | $435 | $1,057-58.8% | $3,540-87.7% | $1,891-77.0% |
| Participant deferral / active EE | $2,010 | $2,165-7.1% | $3,968-49.3% | $3,080-34.7% |
| Admin fee / account holder | $1,687 | $4,237-60.2% | $5,929-71.5% | $3,454-51.2% |