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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 | $32,895 | $111,787-70.6% | $93,681-64.9% | $145,978-77.5% |
| Participation rate | 37.5% | 74.2%-36.7pp | 68.7%-31.2pp | 80.3%-42.8pp |
| Annual return | 13.10% | 203.52%-190.4pp | 133.47%-120.4pp | 550.52%-537.4pp |
| Employer contribution / active EE | $1,439 | $3,093-53.5% | $2,422-40.6% | $4,662-69.1% |
| Participant deferral / active EE | $4,449 | $4,918-9.5% | $4,415+0.8% | $6,690-33.5% |
| Admin fee / account holder | $6,034 | $10,256-41.2% | $8,290-27.2% | $13,400-55.0% |