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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 | $31,402 | $55,437-43.4% | $155,534-79.8% | $74,459-57.8% |
| Participation rate | 62.4% | 61.9%+0.5pp | 78.2%-15.8pp | 67.2%-4.8pp |
| Annual return | 11.78% | 269.58%-257.8pp | 64.92%-53.1pp | 1369.70%-1357.9pp |
| Employer contribution / active EE | $1,611 | $2,266-28.9% | $4,675-65.5% | $2,626-38.7% |
| Participant deferral / active EE | $3,623 | $2,837+27.7% | $5,630-35.6% | $4,350-16.7% |
| Admin fee / account holder | $2,332 | $1,742+33.8% | $15,900-85.3% | $1,945+19.9% |