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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 | $34,715 | $34,316+1.2% | $74,722-53.5% | $72,975-52.4% |
| Participation rate | 48.9% | 42.4%+6.5pp | 54.5%-5.6pp | 69.5%-20.6pp |
| Annual return | 26.46% | 26.58%-0.1pp | 753.11%-726.7pp | 81.01%-54.6pp |
| Employer contribution / active EE | $415 | $692-40.0% | $1,084-61.7% | $2,440-83.0% |
| Participant deferral / active EE | $1,290 | $1,272+1.4% | $1,963-34.3% | $3,608-64.3% |
| Admin fee / account holder | $7,358 | $2,125+246.3% | $3,335+120.7% | $5,124+43.6% |