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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 | $31,919 | $49,199-35.1% | $121,210-73.7% | $75,177-57.5% |
| Participation rate | 53.8% | 55.4%-1.6pp | 69.5%-15.7pp | 67.2%-13.4pp |
| Annual return | 29.90% | 56.04%-26.1pp | 987.41%-957.5pp | 160.75%-130.9pp |
| Employer contribution / active EE | $1,331 | $1,547-14.0% | $4,171-68.1% | $2,671-50.2% |
| Participant deferral / active EE | $2,811 | $2,630+6.9% | $4,084-31.2% | $4,126-31.9% |
| Admin fee / account holder | $2,521 | $3,946-36.1% | $5,647-55.4% | $5,651-55.4% |