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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 | $34,746 | $132,634-73.8% | $115,768-70.0% | $137,256-74.7% |
| Participation rate | 55.6% | 77.9%-22.3pp | 74.4%-18.8pp | 80.0%-24.4pp |
| Annual return | 18.47% | 160.70%-142.2pp | 100.46%-82.0pp | 220.34%-201.9pp |
| Employer contribution / active EE | $1,229 | $3,360-63.4% | $2,940-58.2% | $4,156-70.4% |
| Participant deferral / active EE | $3,040 | $5,619-45.9% | $4,917-38.2% | $6,407-52.6% |
| Admin fee / account holder | $1,271 | $15,028-91.5% | $12,439-89.8% | $12,270-89.6% |