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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 | $22,433 | $58,258-61.5% | $81,820-72.6% | $80,925-72.3% |
| Participation rate | 48.7% | 63.5%-14.7pp | 72.4%-23.7pp | 67.7%-18.9pp |
| Annual return | 21.22% | 41.76%-20.5pp | 777.93%-756.7pp | 35.65%-14.4pp |
| Employer contribution / active EE | $1,434 | $2,345-38.9% | $2,915-50.8% | $2,756-48.0% |
| Participant deferral / active EE | $4,488 | $3,284+36.7% | $4,323+3.8% | $4,299+4.4% |
| Admin fee / account holder | $4,156 | $4,976-16.5% | $7,391-43.8% | $6,940-40.1% |