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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 | $39,740 | $106,923-62.8% | $84,023-52.7% | $152,909-74.0% |
| Participation rate | 57.1% | 75.3%-18.1pp | 69.0%-11.9pp | 82.5%-25.3pp |
| Annual return | 19.29% | 105.02%-85.7pp | 71.32%-52.0pp | 345.46%-326.2pp |
| Employer contribution / active EE | $1,297 | $2,735-52.6% | $1,984-34.6% | $4,764-72.8% |
| Participant deferral / active EE | $2,001 | $4,013-50.1% | $3,239-38.2% | $5,851-65.8% |
| Admin fee / account holder | $6,381 | $8,289-23.0% | $6,102+4.6% | $11,601-45.0% |