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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 | $38,328 | $755,339-94.9% | $379,746-89.9% | $158,982-75.9% |
| Participation rate | 54.2% | 81.8%-27.6pp | 78.4%-24.3pp | 82.0%-27.8pp |
| Annual return | 34.55% | 53.41%-18.9pp | 34.90%-0.4pp | 302.99%-268.4pp |
| Employer contribution / active EE | $1,548 | $4,685-67.0% | $3,540-56.3% | $4,763-67.5% |
| Participant deferral / active EE | $3,857 | $7,938-51.4% | $6,024-36.0% | $5,983-35.5% |
| Admin fee / account holder | $4,191 | $14,482-71.1% | $7,927-47.1% | $11,252-62.7% |