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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 | $30,718 | $85,171-63.9% | $172,752-82.2% | $72,975-57.9% |
| Participation rate | 48.9% | 70.1%-21.2pp | 82.6%-33.8pp | 69.5%-20.6pp |
| Annual return | 17.73% | 27.32%-9.6pp | 802.97%-785.2pp | 81.01%-63.3pp |
| Employer contribution / active EE | $1,566 | $3,324-52.9% | $5,144-69.6% | $2,440-35.8% |
| Participant deferral / active EE | $3,266 | $3,260+0.2% | $5,198-37.2% | $3,608-9.5% |
| Admin fee / account holder | $868 | $5,880-85.2% | $13,955-93.8% | $5,124-83.1% |