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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 | $35,140 | $58,311-39.7% | $81,882-57.1% | $80,959-56.6% |
| Participation rate | 36.8% | 63.5%-26.6pp | 72.4%-35.5pp | 67.7%-30.8pp |
| Annual return | 10.82% | 41.85%-31.0pp | 779.47%-768.7pp | 35.67%-24.8pp |
| Employer contribution / active EE | $1,054 | $2,347-55.1% | $2,916-63.8% | $2,757-61.8% |
| Participant deferral / active EE | $2,029 | $3,287-38.3% | $4,323-53.1% | $4,300-52.8% |
| Admin fee / account holder | $2,782 | $4,752-41.5% | $7,360-62.2% | $6,925-59.8% |