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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 | $39,707 | $52,581-24.5% | $130,788-69.6% | $64,340-38.3% |
| Participation rate | 38.0% | 46.5%-8.5pp | 70.1%-32.1pp | 55.2%-17.2pp |
| Annual return | 24.48% | 20.39%+4.1pp | 386.44%-362.0pp | 24.14%+0.3pp |
| Employer contribution / active EE | $947 | $1,031-8.1% | $3,558-73.4% | $1,862-49.1% |
| Participant deferral / active EE | $1,715 | $2,200-22.1% | $4,137-58.6% | $2,980-42.5% |
| Admin fee / account holder | $1,490 | $4,583-67.5% | $6,673-77.7% | $3,703-59.8% |