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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 | $62,393-42.6% | $120,580-70.3% | $74,478-51.9% |
| Participation rate | 36.4% | 56.8%-20.4pp | 72.0%-35.6pp | 67.2%-30.9pp |
| Annual return | 15.91% | 18.61%-2.7pp | 107.48%-91.6pp | 1370.56%-1354.7pp |
| Employer contribution / active EE | $854 | $1,845-53.7% | $3,469-75.4% | $2,626-67.5% |
| Participant deferral / active EE | $1,021 | $2,886-64.6% | $4,995-79.6% | $4,350-76.5% |
| Admin fee / account holder | $2,098 | $2,396-12.4% | $9,418-77.7% | $1,946+7.8% |