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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 | $33,493 | $125,190-73.2% | $105,624-68.3% | $145,897-77.0% |
| Participation rate | 40.0% | 77.6%-37.6pp | 75.3%-35.3pp | 80.3%-40.3pp |
| Annual return | 25.54% | 225.22%-199.7pp | 116.20%-90.7pp | 552.29%-526.8pp |
| Employer contribution / active EE | $1,070 | $3,720-71.2% | $3,168-66.2% | $4,663-77.1% |
| Participant deferral / active EE | $2,946 | $5,716-48.5% | $5,013-41.2% | $6,689-56.0% |
| Admin fee / account holder | $1,135 | $17,138-93.4% | $10,961-89.6% | $13,390-91.5% |