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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 | $38,349 | $58,726-34.7% | $142,898-73.2% | $85,847-55.3% |
| Participation rate | 35.1% | 58.5%-23.3pp | 72.0%-36.8pp | 69.3%-34.2pp |
| Annual return | 13.57% | 27.73%-14.2pp | 5639.64%-5626.1pp | 318.61%-305.0pp |
| Employer contribution / active EE | $756 | $1,424-46.9% | $4,146-81.8% | $2,565-70.5% |
| Participant deferral / active EE | $2,780 | $2,609+6.6% | $3,838-27.6% | $3,952-29.7% |
| Admin fee / account holder | $1,376 | $4,234-67.5% | $6,560-79.0% | $6,261-78.0% |