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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 | $36,726 | $45,900-20.0% | $94,057-61.0% | $64,340-42.9% |
| Participation rate | 47.3% | 50.6%-3.3pp | 73.3%-26.0pp | 55.2%-7.9pp |
| Annual return | 16.30% | 50.47%-34.2pp | 480.62%-464.3pp | 24.14%-7.8pp |
| Employer contribution / active EE | $637 | $1,612-60.5% | $2,933-78.3% | $1,862-65.8% |
| Participant deferral / active EE | $3,687 | $2,102+75.4% | $4,709-21.7% | $2,980+23.7% |
| Admin fee / account holder | $3,773 | $3,143+20.0% | $7,244-47.9% | $3,703+1.9% |