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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 | $35,441 | $52,353-32.3% | $120,225-70.5% | $82,448-57.0% |
| Participation rate | 40.0% | 58.3%-18.3pp | 69.6%-29.6pp | 68.1%-28.1pp |
| Annual return | 17.94% | 61.85%-43.9pp | 439.23%-421.3pp | 41.64%-23.7pp |
| Employer contribution / active EE | $1,154 | $1,510-23.6% | $3,475-66.8% | $2,551-54.7% |
| Participant deferral / active EE | $2,799 | $2,627+6.5% | $3,999-30.0% | $4,139-32.4% |
| Admin fee / account holder | $1,006 | $4,363-76.9% | $5,696-82.3% | $7,234-86.1% |