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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 | $32,799 | $63,346-48.2% | $92,240-64.4% | $70,126-53.2% |
| Participation rate | 48.7% | 68.7%-20.0pp | 76.5%-27.8pp | 69.5%-20.8pp |
| Annual return | 20.71% | 530.19%-509.5pp | 176.29%-155.6pp | 73.15%-52.4pp |
| Employer contribution / active EE | $1,231 | $2,471-50.2% | $3,680-66.6% | $2,343-47.5% |
| Participant deferral / active EE | $2,008 | $2,854-29.6% | $3,897-48.5% | $3,332-39.7% |
| Admin fee / account holder | $475 | $3,841-87.6% | $5,194-90.9% | $4,645-89.8% |