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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 | $38,063 | $52,581-27.6% | $130,788-70.9% | $64,340-40.8% |
| Participation rate | 36.0% | 46.5%-10.5pp | 70.1%-34.1pp | 55.2%-19.2pp |
| Annual return | 15.14% | 20.39%-5.3pp | 386.44%-371.3pp | 24.14%-9.0pp |
| Employer contribution / active EE | $785 | $1,031-23.9% | $3,558-77.9% | $1,862-57.8% |
| Participant deferral / active EE | $1,791 | $2,200-18.6% | $4,137-56.7% | $2,980-39.9% |
| Admin fee / account holder | $4,804 | $4,583+4.8% | $6,673-28.0% | $3,703+29.7% |