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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 | $32,695 | $105,198-68.9% | $159,455-79.5% | $85,856-61.9% |
| Participation rate | 57.3% | 75.8%-18.5pp | 82.8%-25.5pp | 69.3%-12.0pp |
| Annual return | 22.03% | 45.08%-23.0pp | 263.63%-241.6pp | 318.58%-296.6pp |
| Employer contribution / active EE | $1,943 | $3,319-41.4% | $4,830-59.8% | $2,565-24.2% |
| Participant deferral / active EE | $4,416 | $5,946-25.7% | $7,353-39.9% | $3,952+11.7% |
| Admin fee / account holder | $2,258 | $6,934-67.4% | $10,800-79.1% | $6,261-63.9% |