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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 | $29,844 | $89,367-66.6% | $141,191-78.9% | $72,975-59.1% |
| Participation rate | 63.6% | 75.1%-11.5pp | 82.5%-18.8pp | 69.5%-5.9pp |
| Annual return | 27.60% | 111.87%-84.3pp | 71.41%-43.8pp | 81.01%-53.4pp |
| Employer contribution / active EE | $1,637 | $3,115-47.5% | $4,736-65.4% | $2,440-32.9% |
| Participant deferral / active EE | $4,423 | $5,419-18.4% | $6,710-34.1% | $3,608+22.6% |
| Admin fee / account holder | $3,117 | $5,957-47.7% | $10,264-69.6% | $5,124-39.2% |