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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 | $38,368 | $51,184-25.0% | $66,439-42.3% | $86,983-55.9% |
| Participation rate | 55.4% | 68.5%-13.1pp | 74.5%-19.1pp | 69.5%-14.1pp |
| Annual return | 12.60% | 17.07%-4.5pp | 757.66%-745.1pp | 25.83%-13.2pp |
| Employer contribution / active EE | $1,850 | $2,023-8.6% | $2,637-29.9% | $2,584-28.4% |
| Participant deferral / active EE | $4,328 | $2,927+47.8% | $3,876+11.7% | $4,194+3.2% |
| Admin fee / account holder | $6,774 | $4,154+63.1% | $6,173+9.7% | $7,856-13.8% |