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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 | $34,739 | $82,133-57.7% | $147,318-76.4% | $64,097-45.8% |
| Participation rate | 52.5% | 62.3%-9.8pp | 82.1%-29.6pp | 55.2%-2.7pp |
| Annual return | 16.00% | 78.78%-62.8pp | 70.43%-54.4pp | 34.64%-18.6pp |
| Employer contribution / active EE | $1,224 | $2,872-57.4% | $4,593-73.3% | $1,891-35.3% |
| Participant deferral / active EE | $3,320 | $5,407-38.6% | $7,906-58.0% | $3,080+7.8% |
| Admin fee / account holder | $6,262 | $3,730+67.9% | $13,708-54.3% | $3,454+81.3% |