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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 | $34,839 | $123,750-71.8% | $69,611-50.0% | $145,877-76.1% |
| Participation rate | 40.0% | 69.2%-29.2pp | 66.4%-26.4pp | 80.3%-40.3pp |
| Annual return | 31.10% | 192.03%-160.9pp | 101.14%-70.0pp | 551.28%-520.2pp |
| Employer contribution / active EE | $1,238 | $2,672-53.7% | $1,709-27.5% | $4,663-73.4% |
| Participant deferral / active EE | $6,497 | $4,243+53.1% | $2,891+124.7% | $6,691-2.9% |
| Admin fee / account holder | $2,038 | $7,817-73.9% | $4,696-56.6% | $13,402-84.8% |