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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 | $30,694 | $65,566-53.2% | $86,235-64.4% | $75,177-59.2% |
| Participation rate | 44.8% | 60.5%-15.7pp | 69.0%-24.1pp | 67.2%-22.4pp |
| Annual return | 17.09% | 46.07%-29.0pp | 1170.03%-1152.9pp | 160.75%-143.7pp |
| Employer contribution / active EE | $1,189 | $1,553-23.5% | $2,381-50.1% | $2,671-55.5% |
| Participant deferral / active EE | $1,898 | $3,023-37.2% | $3,987-52.4% | $4,126-54.0% |
| Admin fee / account holder | $4,124 | $5,470-24.6% | $6,856-39.8% | $5,651-27.0% |