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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 | $33,816 | $55,446-39.0% | $155,574-78.3% | $74,429-54.6% |
| Participation rate | 55.5% | 61.9%-6.4pp | 78.2%-22.8pp | 67.2%-11.8pp |
| Annual return | 16.13% | 269.20%-253.1pp | 64.87%-48.7pp | 1368.38%-1352.2pp |
| Employer contribution / active EE | $1,030 | $2,266-54.6% | $4,676-78.0% | $2,625-60.8% |
| Participant deferral / active EE | $1,783 | $2,836-37.1% | $5,629-68.3% | $4,348-59.0% |
| Admin fee / account holder | $923 | $1,743-47.0% | $15,914-94.2% | $1,944-52.5% |