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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 | $31,498 | $55,437-43.2% | $155,534-79.7% | $74,459-57.7% |
| Participation rate | 66.3% | 61.9%+4.5pp | 78.2%-11.9pp | 67.2%-0.9pp |
| Annual return | 11.64% | 269.58%-257.9pp | 64.92%-53.3pp | 1369.70%-1358.1pp |
| Employer contribution / active EE | $1,307 | $2,266-42.3% | $4,675-72.0% | $2,626-50.2% |
| Participant deferral / active EE | $2,540 | $2,837-10.5% | $5,630-54.9% | $4,350-41.6% |
| Admin fee / account holder | $1,658 | $1,742-4.8% | $15,900-89.6% | $1,945-14.8% |