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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 | $34,172 | $109,908-68.9% | $97,161-64.8% | $145,978-76.6% |
| Participation rate | 62.5% | 75.9%-13.4pp | 72.7%-10.2pp | 80.3%-17.8pp |
| Annual return | 17.40% | 243.80%-226.4pp | 75.36%-58.0pp | 550.52%-533.1pp |
| Employer contribution / active EE | $1,194 | $3,077-61.2% | $2,723-56.2% | $4,662-74.4% |
| Participant deferral / active EE | $10,383 | $4,679+121.9% | $4,265+143.4% | $6,690+55.2% |
| Admin fee / account holder | $395 | $6,213-93.6% | $5,647-93.0% | $13,400-97.1% |