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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 | $35,043 | $63,342-44.7% | $92,236-62.0% | $70,131-50.0% |
| Participation rate | 43.8% | 68.7%-24.9pp | 76.5%-32.7pp | 69.5%-25.8pp |
| Annual return | 22.43% | 530.15%-507.7pp | 176.29%-153.9pp | 73.14%-50.7pp |
| Employer contribution / active EE | $1,142 | $2,471-53.8% | $3,679-69.0% | $2,342-51.3% |
| Participant deferral / active EE | $2,372 | $2,854-16.9% | $3,897-39.1% | $3,332-28.8% |
| Admin fee / account holder | $1,380 | $3,840-64.1% | $5,194-73.4% | $4,645-70.3% |