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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 | $33,867 | $100,139-66.2% | $85,187-60.2% | $145,884-76.8% |
| Participation rate | 47.6% | 74.1%-26.5pp | 67.5%-19.9pp | 80.3%-32.7pp |
| Annual return | 13.97% | 84.15%-70.2pp | 66.67%-52.7pp | 551.85%-537.9pp |
| Employer contribution / active EE | $1,807 | $3,238-44.2% | $2,732-33.9% | $4,662-61.2% |
| Participant deferral / active EE | $4,651 | $5,296-12.2% | $4,525+2.8% | $6,690-30.5% |
| Admin fee / account holder | $1,410 | $7,262-80.6% | $6,162-77.1% | $13,392-89.5% |