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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 | $35,722 | $55,470-35.6% | $155,556-77.0% | $74,478-52.0% |
| Participation rate | 59.0% | 61.9%-2.9pp | 78.2%-19.2pp | 67.2%-8.2pp |
| Annual return | 16.30% | 269.80%-253.5pp | 64.84%-48.5pp | 1370.56%-1354.3pp |
| Employer contribution / active EE | $1,384 | $2,267-38.9% | $4,675-70.4% | $2,626-47.3% |
| Participant deferral / active EE | $2,539 | $2,838-10.5% | $5,631-54.9% | $4,350-41.6% |
| Admin fee / account holder | $865 | $1,744-50.4% | $15,885-94.6% | $1,946-55.5% |