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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 | $33,841 | $102,429-67.0% | $147,096-77.0% | $80,925-58.2% |
| Participation rate | 58.8% | 75.9%-17.0pp | 82.2%-23.4pp | 67.7%-8.8pp |
| Annual return | 24.11% | 135.02%-110.9pp | 419.75%-395.6pp | 35.65%-11.5pp |
| Employer contribution / active EE | $1,971 | $3,716-46.9% | $4,936-60.1% | $2,756-28.5% |
| Participant deferral / active EE | $2,978 | $6,649-55.2% | $8,071-63.1% | $4,299-30.7% |
| Admin fee / account holder | $2,778 | $7,957-65.1% | $13,005-78.6% | $6,940-60.0% |