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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 | $33,045 | $156,963-78.9% | $121,204-72.7% | $139,466-76.3% |
| Participation rate | 33.3% | 76.5%-43.1pp | 69.5%-36.2pp | 80.3%-47.0pp |
| Annual return | 14.65% | 1476.75%-1462.1pp | 987.18%-972.5pp | 373.66%-359.0pp |
| Employer contribution / active EE | $935 | $5,544-83.1% | $4,170-77.6% | $4,754-80.3% |
| Participant deferral / active EE | $5,082 | $4,848+4.8% | $4,083+24.5% | $6,712-24.3% |
| Admin fee / account holder | $310 | $6,953-95.5% | $5,651-94.5% | $11,409-97.3% |