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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 | $36,172 | $48,570-25.5% | $130,660-72.3% | $72,975-50.4% |
| Participation rate | 14.0% | 58.6%-44.5pp | 71.7%-57.7pp | 69.5%-55.5pp |
| Annual return | 20.85% | 38.63%-17.8pp | 1709.29%-1688.4pp | 81.01%-60.2pp |
| Employer contribution / active EE | $440 | $1,334-67.0% | $4,092-89.2% | $2,440-82.0% |
| Participant deferral / active EE | $3,131 | $2,384+31.3% | $3,603-13.1% | $3,608-13.2% |
| Admin fee / account holder | $4,226 | $3,549+19.1% | $5,463-22.6% | $5,124-17.5% |