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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 | $37,583 | $64,705-41.9% | $62,929-40.3% | $67,986-44.7% |
| Participation rate | 51.9% | 65.6%-13.6pp | 73.1%-21.2pp | 57.2%-5.3pp |
| Annual return | 19.15% | 20.31%-1.2pp | 1063.93%-1044.8pp | 31.67%-12.5pp |
| Employer contribution / active EE | $1,791 | $2,376-24.6% | $2,505-28.5% | $2,019-11.3% |
| Participant deferral / active EE | $3,108 | $3,198-2.8% | $3,888-20.1% | $3,358-7.4% |
| Admin fee / account holder | $5,729 | $1,428+301.2% | $5,065+13.1% | $3,203+78.9% |