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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 | $57,718 | $78,707-26.7% | $117,861-51.0% | $70,126-17.7% |
| Participation rate | 37.8% | 73.2%-35.4pp | 79.7%-41.8pp | 69.5%-31.7pp |
| Annual return | 19.63% | 23.30%-3.7pp | 335.11%-315.5pp | 73.15%-53.5pp |
| Employer contribution / active EE | $1,052 | $2,223-52.7% | $3,786-72.2% | $2,343-55.1% |
| Participant deferral / active EE | $2,268 | $3,297-31.2% | $4,482-49.4% | $3,332-31.9% |
| Admin fee / account holder | $3,279 | $5,066-35.3% | $8,021-59.1% | $4,645-29.4% |