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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 | $35,688 | $63,346-43.7% | $92,240-61.3% | $70,126-49.1% |
| Participation rate | 65.6% | 68.7%-3.0pp | 76.5%-10.9pp | 69.5%-3.9pp |
| Annual return | 17.58% | 530.19%-512.6pp | 176.29%-158.7pp | 73.15%-55.6pp |
| Employer contribution / active EE | $1,008 | $2,471-59.2% | $3,680-72.6% | $2,343-57.0% |
| Participant deferral / active EE | $2,184 | $2,854-23.5% | $3,897-44.0% | $3,332-34.4% |
| Admin fee / account holder | $719 | $3,841-81.3% | $5,194-86.2% | $4,645-84.5% |