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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 | $32,610 | $63,342-48.5% | $92,236-64.6% | $70,131-53.5% |
| Participation rate | 24.7% | 68.7%-44.0pp | 76.5%-51.8pp | 69.5%-44.9pp |
| Annual return | 17.44% | 530.15%-512.7pp | 176.29%-158.8pp | 73.14%-55.7pp |
| Employer contribution / active EE | $1,029 | $2,471-58.3% | $3,679-72.0% | $2,342-56.1% |
| Participant deferral / active EE | $1,916 | $2,854-32.9% | $3,897-50.8% | $3,332-42.5% |
| Admin fee / account holder | $1,473 | $3,840-61.6% | $5,194-71.6% | $4,645-68.3% |