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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 | $39,869 | $48,570-17.9% | $130,660-69.5% | $72,976-45.4% |
| Participation rate | 61.0% | 58.6%+2.4pp | 71.7%-10.7pp | 69.5%-8.5pp |
| Annual return | 28.85% | 38.63%-9.8pp | 1709.29%-1680.4pp | 81.02%-52.2pp |
| Employer contribution / active EE | $1,196 | $1,334-10.4% | $4,092-70.8% | $2,440-51.0% |
| Participant deferral / active EE | $3,141 | $2,384+31.8% | $3,603-12.8% | $3,608-12.9% |
| Admin fee / account holder | $1,154 | $3,549-67.5% | $5,463-78.9% | $5,124-77.5% |