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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 | $31,733 | $107,363-70.4% | $92,909-65.8% | $152,897-79.2% |
| Participation rate | 63.6% | 79.8%-16.2pp | 76.0%-12.4pp | 82.5%-18.8pp |
| Annual return | 23.60% | 145.63%-122.0pp | 109.44%-85.8pp | 345.43%-321.8pp |
| Employer contribution / active EE | $1,814 | $4,222-57.0% | $3,653-50.3% | $4,764-61.9% |
| Participant deferral / active EE | $5,910 | $4,848+21.9% | $4,238+39.4% | $5,851+1.0% |
| Admin fee / account holder | $532 | $7,082-92.5% | $5,795-90.8% | $11,599-95.4% |