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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 | $32,006 | $65,555-51.2% | $86,216-62.9% | $75,173-57.4% |
| Participation rate | 28.1% | 60.5%-32.4pp | 69.0%-40.8pp | 67.2%-39.1pp |
| Annual return | 17.34% | 46.07%-28.7pp | 1169.42%-1152.1pp | 160.72%-143.4pp |
| Employer contribution / active EE | $1,572 | $1,553+1.2% | $2,382-34.0% | $2,671-41.2% |
| Participant deferral / active EE | $3,368 | $3,023+11.4% | $3,986-15.5% | $4,126-18.4% |
| Admin fee / account holder | $11,383 | $5,469+108.1% | $6,853+66.1% | $5,651+101.5% |