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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 | $34,102 | $63,346-46.2% | $92,240-63.0% | $70,126-51.4% |
| Participation rate | 59.6% | 68.7%-9.1pp | 76.5%-16.9pp | 69.5%-10.0pp |
| Annual return | 16.10% | 530.19%-514.1pp | 176.29%-160.2pp | 73.15%-57.1pp |
| Employer contribution / active EE | $1,066 | $2,471-56.9% | $3,680-71.0% | $2,343-54.5% |
| Participant deferral / active EE | $1,900 | $2,854-33.4% | $3,897-51.2% | $3,332-43.0% |
| Admin fee / account holder | $5,721 | $3,841+49.0% | $5,194+10.1% | $4,645+23.1% |