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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 | $39,398 | $67,594-41.7% | $77,361-49.1% | $69,733-43.5% |
| Participation rate | 64.0% | 71.7%-7.7pp | 75.0%-11.0pp | 62.5%+1.5pp |
| Annual return | 12.05% | 19.20%-7.1pp | 1011.54%-999.5pp | 15.22%-3.2pp |
| Employer contribution / active EE | $918 | $2,649-65.3% | $2,990-69.3% | $2,250-59.2% |
| Participant deferral / active EE | $2,002 | $3,401-41.1% | $3,911-48.8% | $3,054-34.4% |
| Admin fee / account holder | $3,111 | $1,159+168.3% | $5,894-47.2% | $3,102+0.3% |