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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 | $59,006-40.8% | $97,260-64.1% | $74,459-53.1% |
| Participation rate | 58.8% | 63.7%-4.9pp | 72.7%-13.9pp | 67.2%-8.5pp |
| Annual return | 15.25% | 16.04%-0.8pp | 75.54%-60.3pp | 1369.70%-1354.5pp |
| Employer contribution / active EE | $1,854 | $1,894-2.1% | $2,721-31.9% | $2,626-29.4% |
| Participant deferral / active EE | $3,673 | $3,671+0.1% | $4,262-13.8% | $4,350-15.6% |
| Admin fee / account holder | $2,887 | $1,974+46.3% | $5,640-48.8% | $1,945+48.5% |