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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 | $30,472 | $63,346-51.9% | $92,240-67.0% | $70,126-56.5% |
| Participation rate | 60.4% | 68.7%-8.3pp | 76.5%-16.1pp | 69.5%-9.2pp |
| Annual return | 17.67% | 530.19%-512.5pp | 176.29%-158.6pp | 73.15%-55.5pp |
| Employer contribution / active EE | $1,396 | $2,471-43.5% | $3,680-62.1% | $2,343-40.4% |
| Participant deferral / active EE | $2,132 | $2,854-25.3% | $3,897-45.3% | $3,332-36.0% |
| Admin fee / account holder | $2,354 | $3,841-38.7% | $5,194-54.7% | $4,645-49.3% |