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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 | $35,940 | $102,429-64.9% | $147,096-75.6% | $80,925-55.6% |
| Participation rate | 67.5% | 75.9%-8.4pp | 82.2%-14.7pp | 67.7%-0.2pp |
| Annual return | 12.73% | 135.02%-122.3pp | 419.75%-407.0pp | 35.65%-22.9pp |
| Employer contribution / active EE | $1,084 | $3,716-70.8% | $4,936-78.0% | $2,756-60.7% |
| Participant deferral / active EE | $3,817 | $6,649-42.6% | $8,071-52.7% | $4,299-11.2% |
| Admin fee / account holder | $2,684 | $7,957-66.3% | $13,005-79.4% | $6,940-61.3% |