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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 | $34,030 | $63,342-46.3% | $92,236-63.1% | $70,131-51.5% |
| Participation rate | 48.6% | 68.7%-20.1pp | 76.5%-27.9pp | 69.5%-21.0pp |
| Annual return | 16.90% | 530.15%-513.2pp | 176.29%-159.4pp | 73.14%-56.2pp |
| Employer contribution / active EE | $1,423 | $2,471-42.4% | $3,679-61.3% | $2,342-39.3% |
| Participant deferral / active EE | $4,604 | $2,854+61.3% | $3,897+18.2% | $3,332+38.2% |
| Admin fee / account holder | $1,449 | $3,840-62.3% | $5,194-72.1% | $4,645-68.8% |