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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 | $38,710 | $132,634-70.8% | $115,768-66.6% | $137,256-71.8% |
| Participation rate | 45.8% | 77.9%-32.0pp | 74.4%-28.6pp | 80.0%-34.1pp |
| Annual return | 17.22% | 160.70%-143.5pp | 100.46%-83.2pp | 220.34%-203.1pp |
| Employer contribution / active EE | $1,167 | $3,360-65.3% | $2,940-60.3% | $4,156-71.9% |
| Participant deferral / active EE | $4,151 | $5,619-26.1% | $4,917-15.6% | $6,407-35.2% |
| Admin fee / account holder | $1,032 | $15,028-93.1% | $12,439-91.7% | $12,270-91.6% |