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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 | $36,509 | $47,479-23.1% | $62,929-42.0% | $82,448-55.7% |
| Participation rate | 27.5% | 66.9%-39.4pp | 73.1%-45.6pp | 68.1%-40.6pp |
| Annual return | 25.86% | 20.34%+5.5pp | 1063.93%-1038.1pp | 41.64%-15.8pp |
| Employer contribution / active EE | $1,507 | $1,885-20.1% | $2,505-39.8% | $2,551-40.9% |
| Participant deferral / active EE | $1,906 | $2,870-33.6% | $3,888-51.0% | $4,139-54.0% |
| Admin fee / account holder | $2,351 | $3,804-38.2% | $5,065-53.6% | $7,234-67.5% |