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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 | $35,411 | $157,304-77.5% | $141,197-74.9% | $152,909-76.8% |
| Participation rate | 33.3% | 84.8%-51.5pp | 82.5%-49.1pp | 82.5%-49.1pp |
| Annual return | 22.75% | 64.34%-41.6pp | 71.41%-48.7pp | 345.46%-322.7pp |
| Employer contribution / active EE | $3,053 | $5,263-42.0% | $4,736-35.5% | $4,764-35.9% |
| Participant deferral / active EE | $17,558 | $7,111+146.9% | $6,710+161.7% | $5,851+200.1% |
| Admin fee / account holder | $7,769 | $12,126-35.9% | $10,265-24.3% | $11,601-33.0% |