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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 | $34,826 | $176,794-80.3% | $146,647-76.3% | $167,553-79.2% |
| Participation rate | 52.9% | 83.6%-30.7pp | 80.1%-27.1pp | 82.1%-29.2pp |
| Annual return | 19.23% | 24.04%-4.8pp | 22.75%-3.5pp | 478.89%-459.7pp |
| Employer contribution / active EE | $1,482 | $5,161-71.3% | $4,137-64.2% | $4,840-69.4% |
| Participant deferral / active EE | $2,408 | $6,440-62.6% | $5,506-56.3% | $6,343-62.0% |
| Admin fee / account holder | $12,238 | $13,262-7.7% | $10,281+19.0% | $12,316-0.6% |