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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 | $32,678 | $79,449-58.9% | $189,575-82.8% | $85,847-61.9% |
| Participation rate | 41.1% | 66.0%-24.9pp | 78.4%-37.4pp | 69.3%-28.2pp |
| Annual return | 15.76% | 18.45%-2.7pp | 64.19%-48.4pp | 318.61%-302.8pp |
| Employer contribution / active EE | $1,241 | $2,081-40.4% | $4,412-71.9% | $2,565-51.6% |
| Participant deferral / active EE | $2,696 | $4,051-33.4% | $6,174-56.3% | $3,952-31.8% |
| Admin fee / account holder | $2,288 | $5,377-57.4% | $9,806-76.7% | $6,261-63.4% |