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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 | $38,825 | $58,726-33.9% | $92,240-57.9% | $62,293-37.7% |
| Participation rate | 64.8% | 68.3%-3.5pp | 76.5%-11.7pp | 69.5%-4.7pp |
| Annual return | 19.02% | 43.62%-24.6pp | 176.29%-157.3pp | 28.90%-9.9pp |
| Employer contribution / active EE | $1,533 | $2,392-35.9% | $3,680-58.3% | $2,042-24.9% |
| Participant deferral / active EE | $2,683 | $2,766-3.0% | $3,897-31.1% | $3,169-15.3% |
| Admin fee / account holder | $329 | $556-40.8% | $5,194-93.7% | $479-31.3% |