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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 | $34,916 | $58,923-40.7% | $97,167-64.1% | $74,546-53.2% |
| Participation rate | 58.8% | 63.6%-4.8pp | 72.7%-13.9pp | 67.2%-8.4pp |
| Annual return | 15.25% | 16.04%-0.8pp | 75.27%-60.0pp | 1366.03%-1350.8pp |
| Employer contribution / active EE | $1,854 | $1,894-2.1% | $2,729-32.1% | $2,624-29.4% |
| Participant deferral / active EE | $3,673 | $3,664+0.2% | $4,264-13.8% | $4,347-15.5% |
| Admin fee / account holder | $2,887 | $1,974+46.3% | $5,650-48.9% | $1,944+48.6% |