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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 | $39,344 | $154,209-74.5% | $130,062-69.8% | $139,487-71.8% |
| Participation rate | 22.7% | 82.0%-59.2pp | 78.5%-55.8pp | 80.3%-57.6pp |
| Annual return | 24.91% | 32.52%-7.6pp | -137.37%+162.3pp | 373.84%-348.9pp |
| Employer contribution / active EE | $1,924 | $5,292-63.6% | $4,322-55.5% | $4,755-59.5% |
| Participant deferral / active EE | $2,716 | $6,709-59.5% | $5,821-53.3% | $6,713-59.5% |
| Admin fee / account holder | $912 | $13,988-93.5% | $10,601-91.4% | $11,407-92.0% |