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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 | $36,877 | $79,223-53.5% | $102,460-64.0% | $74,478-50.5% |
| Participation rate | 62.1% | 74.8%-12.6pp | 76.5%-14.4pp | 67.2%-5.1pp |
| Annual return | 12.98% | 54.98%-42.0pp | 29.47%-16.5pp | 1370.56%-1357.6pp |
| Employer contribution / active EE | $1,335 | $2,363-43.5% | $3,025-55.9% | $2,626-49.2% |
| Participant deferral / active EE | $2,553 | $4,417-42.2% | $5,056-49.5% | $4,350-41.3% |
| Admin fee / account holder | $1,619 | $2,003-19.2% | $9,460-82.9% | $1,946-16.8% |