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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 | $36,340 | $88,672-59.0% | $105,223-65.5% | $82,448-55.9% |
| Participation rate | 38.8% | 67.9%-29.1pp | 75.0%-36.2pp | 68.1%-29.3pp |
| Annual return | 16.69% | 30.86%-14.2pp | 180.65%-164.0pp | 41.64%-25.0pp |
| Employer contribution / active EE | $1,306 | $3,048-57.1% | $3,689-64.6% | $2,551-48.8% |
| Participant deferral / active EE | $2,523 | $4,036-37.5% | $5,072-50.2% | $4,139-39.0% |
| Admin fee / account holder | $4,486 | $7,146-37.2% | $8,859-49.4% | $7,234-38.0% |