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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 | $36,943 | $58,241-36.6% | $81,780-54.8% | $80,911-54.3% |
| Participation rate | 44.7% | 63.4%-18.7pp | 72.4%-27.6pp | 67.6%-22.9pp |
| Annual return | 13.14% | 41.73%-28.6pp | 776.27%-763.1pp | 35.63%-22.5pp |
| Employer contribution / active EE | $933 | $2,343-60.2% | $2,914-68.0% | $2,756-66.1% |
| Participant deferral / active EE | $3,983 | $3,283+21.3% | $4,321-7.8% | $4,297-7.3% |
| Admin fee / account holder | $2,929 | $4,973-41.1% | $7,384-60.3% | $6,935-57.8% |