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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 | $35,777 | $49,177-27.2% | $79,466-55.0% | $64,173-44.2% |
| Participation rate | 54.8% | 65.0%-10.2pp | 73.3%-18.5pp | 69.6%-14.7pp |
| Annual return | 42.97% | -1.16%+44.1pp | 718.28%-675.3pp | 7.63%+35.3pp |
| Employer contribution / active EE | $372 | $2,076-82.1% | $2,800-86.7% | $2,381-84.4% |
| Participant deferral / active EE | $2,647 | $2,821-6.2% | $3,704-28.5% | $3,470-23.7% |
| Admin fee / account holder | $2,234 | $3,839-41.8% | $5,104-56.2% | $4,887-54.3% |