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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 | $64,705-39.1% | $62,929-37.4% | $67,986-42.0% |
| Participation rate | 64.0% | 65.6%-1.6pp | 73.1%-9.1pp | 57.2%+6.8pp |
| Annual return | 12.05% | 20.31%-8.3pp | 1063.93%-1051.9pp | 31.67%-19.6pp |
| Employer contribution / active EE | $918 | $2,376-61.3% | $2,505-63.3% | $2,019-54.5% |
| Participant deferral / active EE | $2,002 | $3,198-37.4% | $3,888-48.5% | $3,358-40.4% |
| Admin fee / account holder | $3,111 | $1,428+117.8% | $5,065-38.6% | $3,203-2.9% |