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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 | $32,343 | $106,923-69.8% | $84,023-61.5% | $152,909-78.8% |
| Participation rate | 46.2% | 75.3%-29.1pp | 69.0%-22.9pp | 82.5%-36.3pp |
| Annual return | 24.94% | 105.02%-80.1pp | 71.32%-46.4pp | 345.46%-320.5pp |
| Employer contribution / active EE | $1,217 | $2,735-55.5% | $1,984-38.6% | $4,764-74.5% |
| Participant deferral / active EE | $3,978 | $4,013-0.9% | $3,239+22.8% | $5,851-32.0% |
| Admin fee / account holder | $735 | $8,289-91.1% | $6,102-88.0% | $11,601-93.7% |