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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 | $32,653 | $65,566-50.2% | $86,235-62.1% | $75,177-56.6% |
| Participation rate | 36.0% | 60.5%-24.5pp | 69.0%-33.0pp | 67.2%-31.2pp |
| Annual return | 20.69% | 46.07%-25.4pp | 1170.03%-1149.3pp | 160.75%-140.1pp |
| Employer contribution / active EE | $846 | $1,553-45.5% | $2,381-64.5% | $2,671-68.3% |
| Participant deferral / active EE | $1,779 | $3,023-41.2% | $3,987-55.4% | $4,126-56.9% |
| Admin fee / account holder | $2,381 | $5,470-56.5% | $6,856-65.3% | $5,651-57.9% |