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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 | $34,961 | $58,311-40.0% | $81,882-57.3% | $80,959-56.8% |
| Participation rate | 46.0% | 63.5%-17.5pp | 72.4%-26.4pp | 67.7%-21.7pp |
| Annual return | 11.64% | 41.85%-30.2pp | 779.47%-767.8pp | 35.67%-24.0pp |
| Employer contribution / active EE | $1,108 | $2,347-52.8% | $2,916-62.0% | $2,757-59.8% |
| Participant deferral / active EE | $3,736 | $3,287+13.7% | $4,323-13.6% | $4,300-13.1% |
| Admin fee / account holder | $7,048 | $4,752+48.3% | $7,360-4.2% | $6,925+1.8% |