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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 | $39,542 | $105,856-62.6% | $90,161-56.1% | $147,586-73.2% |
| Participation rate | 58.8% | 79.7%-20.9pp | 76.9%-18.0pp | 82.8%-24.0pp |
| Annual return | 21.23% | 37.63%-16.4pp | 34.89%-13.7pp | 578.59%-557.4pp |
| Employer contribution / active EE | $3,589 | $4,126-13.0% | $3,318+8.2% | $4,876-26.4% |
| Participant deferral / active EE | $7,608 | $5,733+32.7% | $5,287+43.9% | $5,439+39.9% |
| Admin fee / account holder | $1,251 | $8,046-84.5% | $5,943-79.0% | $10,886-88.5% |