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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 | $33,794 | $111,878-69.8% | $93,727-63.9% | $145,897-76.8% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 13.29% | 204.28%-191.0pp | 133.83%-120.5pp | 552.29%-539.0pp |
| Employer contribution / active EE | $1,777 | $3,092-42.5% | $2,421-26.6% | $4,663-61.9% |
| Participant deferral / active EE | $2,400 | $4,920-51.2% | $4,417-45.7% | $6,689-64.1% |
| Admin fee / account holder | $462 | $10,256-95.5% | $8,292-94.4% | $13,390-96.5% |