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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 | $35,061 | $65,434-46.4% | $98,483-64.4% | $85,847-59.2% |
| Participation rate | 59.7% | 65.0%-5.3pp | 73.3%-13.6pp | 69.3%-9.6pp |
| Annual return | 17.40% | 21.75%-4.4pp | 1494.38%-1477.0pp | 318.61%-301.2pp |
| Employer contribution / active EE | $401 | $2,169-81.5% | $2,961-86.5% | $2,565-84.4% |
| Participant deferral / active EE | $2,950 | $3,168-6.9% | $4,276-31.0% | $3,952-25.4% |
| Admin fee / account holder | $1,178 | $4,595-74.4% | $5,953-80.2% | $6,261-81.2% |