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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 | $38,008 | $54,674-30.5% | $76,089-50.0% | $74,429-48.9% |
| Participation rate | 24.3% | 60.3%-36.0pp | 69.1%-44.8pp | 67.2%-42.9pp |
| Annual return | 14.21% | 31.89%-17.7pp | 360.94%-346.7pp | 1368.38%-1354.2pp |
| Employer contribution / active EE | $1,103 | $1,781-38.1% | $2,690-59.0% | $2,625-58.0% |
| Participant deferral / active EE | $2,246 | $3,071-26.9% | $4,259-47.3% | $4,348-48.3% |
| Admin fee / account holder | $4,193 | $2,238+87.4% | $6,418-34.7% | $1,944+115.6% |