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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 | $35,300 | $58,258-39.4% | $81,820-56.9% | $80,925-56.4% |
| Participation rate | 44.4% | 63.5%-19.0pp | 72.4%-27.9pp | 67.7%-23.2pp |
| Annual return | 11.32% | 41.76%-30.4pp | 777.93%-766.6pp | 35.65%-24.3pp |
| Employer contribution / active EE | $1,004 | $2,345-57.2% | $2,915-65.5% | $2,756-63.6% |
| Participant deferral / active EE | $2,549 | $3,284-22.4% | $4,323-41.0% | $4,299-40.7% |
| Admin fee / account holder | $2,399 | $4,976-51.8% | $7,391-67.5% | $6,940-65.4% |