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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 | $54,885 | $96,236-43.0% | $136,072-59.7% | $80,935-32.2% |
| Participation rate | 36.0% | 71.2%-35.2pp | 76.4%-40.4pp | 67.7%-31.7pp |
| Annual return | 13.37% | 28.74%-15.4pp | 580.46%-567.1pp | 35.66%-22.3pp |
| Employer contribution / active EE | $1,745 | $3,350-47.9% | $4,216-58.6% | $2,757-36.7% |
| Participant deferral / active EE | $3,350 | $5,709-41.3% | $7,028-52.3% | $4,299-22.1% |
| Admin fee / account holder | $707 | $8,250-91.4% | $6,718-89.5% | $6,924-89.8% |