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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 | $58,258-35.8% | $81,820-54.3% | $80,925-53.8% |
| Participation rate | 57.6% | 63.5%-5.9pp | 72.4%-14.8pp | 67.7%-10.1pp |
| Annual return | 12.44% | 41.76%-29.3pp | 777.93%-765.5pp | 35.65%-23.2pp |
| Employer contribution / active EE | $472 | $2,345-79.9% | $2,915-83.8% | $2,756-82.9% |
| Participant deferral / active EE | $3,895 | $3,284+18.6% | $4,323-9.9% | $4,299-9.4% |
| Admin fee / account holder | $1,335 | $4,976-73.2% | $7,391-81.9% | $6,940-80.8% |