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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 | $39,820 | $98,760-59.7% | $149,715-73.4% | $79,858-50.1% |
| Participation rate | 39.1% | 75.8%-36.6pp | 82.5%-43.3pp | 69.6%-30.5pp |
| Annual return | 17.66% | 27.43%-9.8pp | 276.66%-259.0pp | 31.72%-14.1pp |
| Employer contribution / active EE | $969 | $3,217-69.9% | $4,645-79.1% | $2,471-60.8% |
| Participant deferral / active EE | $3,173 | $5,681-44.1% | $6,842-53.6% | $3,740-15.2% |
| Admin fee / account holder | $530 | $6,053-91.2% | $9,310-94.3% | $5,306-90.0% |