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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 | $33,413 | $58,241-42.6% | $81,780-59.1% | $80,911-58.7% |
| Participation rate | 44.1% | 63.4%-19.3pp | 72.4%-28.2pp | 67.6%-23.5pp |
| Annual return | 13.07% | 41.73%-28.7pp | 776.27%-763.2pp | 35.63%-22.6pp |
| Employer contribution / active EE | $1,119 | $2,343-52.3% | $2,914-61.6% | $2,756-59.4% |
| Participant deferral / active EE | $3,288 | $3,283+0.2% | $4,321-23.9% | $4,297-23.5% |
| Admin fee / account holder | $1,316 | $4,973-73.5% | $7,384-82.2% | $6,935-81.0% |