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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 | $36,815 | $86,294-57.3% | $111,303-66.9% | $85,856-57.1% |
| Participation rate | 38.6% | 73.3%-34.7pp | 77.3%-38.7pp | 69.3%-30.7pp |
| Annual return | 12.15% | 19.99%-7.8pp | 54.66%-42.5pp | 318.58%-306.4pp |
| Employer contribution / active EE | $1,117 | $2,043-45.4% | $2,731-59.1% | $2,565-56.5% |
| Participant deferral / active EE | $2,404 | $3,641-34.0% | $4,487-46.4% | $3,952-39.2% |
| Admin fee / account holder | $817 | $8,189-90.0% | $7,966-89.7% | $6,261-87.0% |