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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 | $65,084-39.5% | $67,681-41.8% | $64,340-38.8% |
| Participation rate | 64.0% | 66.7%-2.7pp | 73.7%-9.7pp | 55.2%+8.8pp |
| Annual return | 12.05% | 20.50%-8.4pp | 590.58%-578.5pp | 24.14%-12.1pp |
| Employer contribution / active EE | $918 | $2,398-61.7% | $2,678-65.7% | $1,862-50.7% |
| Participant deferral / active EE | $2,002 | $3,210-37.6% | $3,976-49.6% | $2,980-32.8% |
| Admin fee / account holder | $3,111 | $1,415+119.8% | $6,100-49.0% | $3,703-16.0% |