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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 | $34,051 | $48,570-29.9% | $130,660-73.9% | $72,975-53.3% |
| Participation rate | 50.0% | 58.6%-8.6pp | 71.7%-21.7pp | 69.5%-19.5pp |
| Annual return | 23.95% | 38.63%-14.7pp | 1709.29%-1685.3pp | 81.01%-57.1pp |
| Employer contribution / active EE | $1,579 | $1,334+18.3% | $4,092-61.4% | $2,440-35.3% |
| Participant deferral / active EE | $4,847 | $2,384+103.4% | $3,603+34.5% | $3,608+34.4% |
| Admin fee / account holder | $1,167 | $3,549-67.1% | $5,463-78.6% | $5,124-77.2% |