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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 | $36,646 | $59,467-38.4% | $93,727-60.9% | $74,478-50.8% |
| Participation rate | 42.5% | 59.6%-17.2pp | 68.7%-26.3pp | 67.2%-24.8pp |
| Annual return | 14.90% | 82.14%-67.2pp | 133.83%-118.9pp | 1370.56%-1355.7pp |
| Employer contribution / active EE | $1,539 | $1,267+21.5% | $2,421-36.4% | $2,626-41.4% |
| Participant deferral / active EE | $2,828 | $3,052-7.3% | $4,417-36.0% | $4,350-35.0% |
| Admin fee / account holder | $2,123 | $3,028-29.9% | $8,292-74.4% | $1,946+9.1% |