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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 | $49,249 | $58,311-15.5% | $81,882-39.9% | $80,959-39.2% |
| Participation rate | 36.7% | 63.5%-26.8pp | 72.4%-35.7pp | 67.7%-31.0pp |
| Annual return | 13.14% | 41.85%-28.7pp | 779.47%-766.3pp | 35.67%-22.5pp |
| Employer contribution / active EE | $1,087 | $2,347-53.7% | $2,916-62.7% | $2,757-60.6% |
| Participant deferral / active EE | $3,882 | $3,287+18.1% | $4,323-10.2% | $4,300-9.7% |
| Admin fee / account holder | $3,233 | $4,752-32.0% | $7,360-56.1% | $6,925-53.3% |