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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 | $35,806 | $62,409-42.6% | $120,524-70.3% | $74,429-51.9% |
| Participation rate | 36.4% | 56.8%-20.4pp | 71.9%-35.6pp | 67.2%-30.9pp |
| Annual return | 15.91% | 18.62%-2.7pp | 107.36%-91.5pp | 1368.38%-1352.5pp |
| Employer contribution / active EE | $854 | $1,847-53.8% | $3,469-75.4% | $2,625-67.5% |
| Participant deferral / active EE | $1,021 | $2,888-64.6% | $4,994-79.5% | $4,348-76.5% |
| Admin fee / account holder | $2,098 | $2,394-12.3% | $9,440-77.8% | $1,944+7.9% |