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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 | $35,722 | $55,472-35.6% | $155,567-77.0% | $74,546-52.1% |
| Participation rate | 59.0% | 61.9%-2.9pp | 78.2%-19.2pp | 67.2%-8.2pp |
| Annual return | 16.30% | 268.72%-252.4pp | 64.74%-48.4pp | 1366.03%-1349.7pp |
| Employer contribution / active EE | $1,384 | $2,269-39.0% | $4,674-70.4% | $2,624-47.2% |
| Participant deferral / active EE | $2,539 | $2,838-10.5% | $5,628-54.9% | $4,347-41.6% |
| Admin fee / account holder | $865 | $1,743-50.4% | $15,916-94.6% | $1,944-55.5% |