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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 | $38,940 | $91,086-57.2% | $203,872-80.9% | $86,983-55.2% |
| Participation rate | 60.8% | 65.8%-5.0pp | 77.8%-17.0pp | 69.5%-8.8pp |
| Annual return | 16.63% | 22.30%-5.7pp | 85.11%-68.5pp | 25.83%-9.2pp |
| Employer contribution / active EE | $1,192 | $2,063-42.2% | $3,757-68.3% | $2,584-53.9% |
| Participant deferral / active EE | $3,189 | $4,019-20.7% | $6,388-50.1% | $4,194-24.0% |
| Admin fee / account holder | $3,963 | $8,987-55.9% | $11,730-66.2% | $7,856-49.6% |