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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 | $39,980 | $61,125-34.6% | $94,057-57.5% | $87,485-54.3% |
| Participation rate | 56.0% | 64.1%-8.1pp | 73.3%-17.3pp | 68.9%-12.9pp |
| Annual return | 15.40% | 35.20%-19.8pp | 480.62%-465.2pp | 26.06%-10.7pp |
| Employer contribution / active EE | $1,402 | $2,136-34.4% | $2,933-52.2% | $2,596-46.0% |
| Participant deferral / active EE | $3,513 | $3,260+7.7% | $4,709-25.4% | $4,274-17.8% |
| Admin fee / account holder | $1,767 | $5,629-68.6% | $7,244-75.6% | $7,775-77.3% |