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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 | $38,239 | $133,981-71.5% | $112,249-65.9% | $134,532-71.6% |
| Participation rate | 64.7% | 78.6%-13.9pp | 75.1%-10.4pp | 81.2%-16.5pp |
| Annual return | 2.54% | 47.16%-44.6pp | 27.48%-24.9pp | 418.27%-415.7pp |
| Employer contribution / active EE | $1,540 | $4,040-61.9% | $3,636-57.6% | $4,741-67.5% |
| Participant deferral / active EE | $1,906 | $5,292-64.0% | $4,729-59.7% | $6,401-70.2% |
| Admin fee / account holder | $2,985 | $7,492-60.2% | $6,412-53.4% | $11,429-73.9% |