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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 | $33,153 | $55,423-40.2% | $155,602-78.7% | $74,400-55.4% |
| Participation rate | 58.1% | 61.9%-3.8pp | 78.2%-20.1pp | 67.2%-9.1pp |
| Annual return | 13.73% | 269.07%-255.3pp | 64.81%-51.1pp | 1367.51%-1353.8pp |
| Employer contribution / active EE | $1,301 | $2,266-42.6% | $4,675-72.2% | $2,624-50.4% |
| Participant deferral / active EE | $1,984 | $2,835-30.0% | $5,629-64.8% | $4,348-54.4% |
| Admin fee / account holder | $2,678 | $1,744+53.5% | $15,923-83.2% | $1,944+37.8% |