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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 | $34,110 | $57,330-40.5% | $86,656-60.6% | $75,177-54.6% |
| Participation rate | 46.2% | 63.2%-17.0pp | 71.7%-25.6pp | 67.2%-21.1pp |
| Annual return | 19.68% | 2675.40%-2655.7pp | 593.09%-573.4pp | 160.75%-141.1pp |
| Employer contribution / active EE | $538 | $2,316-76.8% | $3,025-82.2% | $2,671-79.8% |
| Participant deferral / active EE | $4,476 | $3,320+34.8% | $4,439+0.8% | $4,126+8.5% |
| Admin fee / account holder | $5,168 | $4,115+25.6% | $5,619-8.0% | $5,651-8.6% |