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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 | $38,444 | $54,674-29.7% | $76,089-49.5% | $74,429-48.3% |
| Participation rate | 35.7% | 60.3%-24.7pp | 69.1%-33.4pp | 67.2%-31.6pp |
| Annual return | 11.79% | 31.89%-20.1pp | 360.94%-349.2pp | 1368.38%-1356.6pp |
| Employer contribution / active EE | $1,404 | $1,781-21.2% | $2,690-47.8% | $2,625-46.5% |
| Participant deferral / active EE | $3,099 | $3,071+0.9% | $4,259-27.2% | $4,348-28.7% |
| Admin fee / account holder | $4,485 | $2,238+100.4% | $6,418-30.1% | $1,944+130.7% |