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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 | $33,644 | $125,778-73.3% | $114,563-70.6% | $154,746-78.3% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.9%-39.6pp | 80.7%-47.4pp |
| Annual return | 17.44% | 295.14%-277.7pp | 241.09%-223.7pp | 172.34%-154.9pp |
| Employer contribution / active EE | $1,427 | $2,806-49.2% | $2,592-45.0% | $4,379-67.4% |
| Participant deferral / active EE | $2,457 | $4,445-44.7% | $4,142-40.7% | $6,730-63.5% |
| Admin fee / account holder | $7,530 | $8,190-8.1% | $7,623-1.2% | $14,365-47.6% |