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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 | $42,088 | $38,460+9.4% | $97,032-56.6% | $65,191-35.4% |
| Participation rate | 23.6% | 23.6%0pp | 71.6%-48.0pp | 63.0%-39.4pp |
| Annual return | 26.02% | 78.38%-52.4pp | 35.38%-9.4pp | 51.24%-25.2pp |
| Employer contribution / active EE | $32 | $532-94.0% | $2,629-98.8% | $2,400-98.7% |
| Participant deferral / active EE | $2,644 | $957+176.3% | $4,672-43.4% | $2,671-1.0% |
| Admin fee / account holder | $3,847 | $2,414+59.3% | $9,418-59.2% | $907+324.1% |