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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 | $37,425 | $58,311-35.8% | $81,882-54.3% | $80,959-53.8% |
| Participation rate | 57.6% | 63.5%-5.9pp | 72.4%-14.8pp | 67.7%-10.1pp |
| Annual return | 12.44% | 41.85%-29.4pp | 779.47%-767.0pp | 35.67%-23.2pp |
| Employer contribution / active EE | $472 | $2,347-79.9% | $2,916-83.8% | $2,757-82.9% |
| Participant deferral / active EE | $3,895 | $3,287+18.5% | $4,323-9.9% | $4,300-9.4% |
| Admin fee / account holder | $1,335 | $4,752-71.9% | $7,360-81.9% | $6,925-80.7% |