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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 | $31,525 | $55,446-43.1% | $155,574-79.7% | $74,429-57.6% |
| Participation rate | 42.9% | 61.9%-19.0pp | 78.2%-35.4pp | 67.2%-24.4pp |
| Annual return | 17.75% | 269.20%-251.4pp | 64.87%-47.1pp | 1368.38%-1350.6pp |
| Employer contribution / active EE | $1,348 | $2,266-40.5% | $4,676-71.2% | $2,625-48.6% |
| Participant deferral / active EE | $2,961 | $2,836+4.4% | $5,629-47.4% | $4,348-31.9% |
| Admin fee / account holder | $1,047 | $1,743-39.9% | $15,914-93.4% | $1,944-46.2% |