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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 | $36,481 | $39,798-8.3% | $67,704-46.1% | $59,633-38.8% |
| Participation rate | 56.8% | 57.4%-0.6pp | 67.5%-10.8pp | 68.7%-11.9pp |
| Annual return | 30.49% | 89.94%-59.4pp | 25.41%+5.1pp | 2041.45%-2011.0pp |
| Employer contribution / active EE | $1,102 | $1,393-20.9% | $2,559-56.9% | $2,203-50.0% |
| Participant deferral / active EE | $3,905 | $2,335+67.2% | $3,585+8.9% | $3,192+22.3% |
| Admin fee / account holder | $397 | $3,212-87.7% | $4,255-90.7% | $4,297-90.8% |