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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 | $34,724 | $134,817-74.2% | $123,973-72.0% | $155,188-77.6% |
| Participation rate | 47.1% | 79.4%-32.3pp | 76.7%-29.6pp | 80.8%-33.7pp |
| Annual return | 17.44% | 515.49%-498.0pp | 388.13%-370.7pp | 148.84%-131.4pp |
| Employer contribution / active EE | $1,374 | $4,425-69.0% | $4,126-66.7% | $4,248-67.7% |
| Participant deferral / active EE | $2,977 | $5,706-47.8% | $5,247-43.3% | $6,531-54.4% |
| Admin fee / account holder | $1,011 | $13,245-92.4% | $11,799-91.4% | $14,480-93.0% |