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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 | $33,076 | $67,823-51.2% | $52,425-36.9% | $137,256-75.9% |
| Participation rate | 50.0% | 63.9%-13.9pp | 55.6%-5.6pp | 80.0%-30.0pp |
| Annual return | 14.97% | 219.11%-204.1pp | 302.12%-287.2pp | 220.34%-205.4pp |
| Employer contribution / active EE | $759 | $1,163-34.8% | $914-17.0% | $4,156-81.7% |
| Participant deferral / active EE | $2,259 | $2,288-1.3% | $1,790+26.2% | $6,407-64.7% |
| Admin fee / account holder | $1,698 | $2,844-40.3% | $2,495-31.9% | $12,270-86.2% |