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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 | $39,015 | $58,311-33.1% | $81,882-52.4% | $80,959-51.8% |
| Participation rate | 45.9% | 63.5%-17.6pp | 72.4%-26.5pp | 67.7%-21.8pp |
| Annual return | 14.91% | 41.85%-26.9pp | 779.47%-764.6pp | 35.67%-20.8pp |
| Employer contribution / active EE | $1,780 | $2,347-24.1% | $2,916-38.9% | $2,757-35.4% |
| Participant deferral / active EE | $4,554 | $3,287+38.5% | $4,323+5.3% | $4,300+5.9% |
| Admin fee / account holder | $3,281 | $4,752-30.9% | $7,360-55.4% | $6,925-52.6% |