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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 | $33,122 | $100,203-66.9% | $85,240-61.1% | $145,897-77.3% |
| Participation rate | 42.9% | 74.1%-31.2pp | 67.5%-24.7pp | 80.3%-37.4pp |
| Annual return | 22.40% | 84.28%-61.9pp | 66.75%-44.4pp | 552.29%-529.9pp |
| Employer contribution / active EE | $1,188 | $3,242-63.4% | $2,735-56.6% | $4,663-74.5% |
| Participant deferral / active EE | $4,045 | $5,299-23.7% | $4,527-10.7% | $6,689-39.5% |
| Admin fee / account holder | $2,068 | $7,265-71.5% | $6,165-66.4% | $13,390-84.6% |