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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 | $33,790 | $75,962-55.5% | $154,108-78.1% | $64,173-47.3% |
| Participation rate | 39.4% | 70.4%-31.0pp | 83.0%-43.6pp | 69.6%-30.2pp |
| Annual return | 4.27% | 30.32%-26.1pp | 735.21%-730.9pp | 7.63%-3.4pp |
| Employer contribution / active EE | $1,889 | $3,350-43.6% | $5,298-64.3% | $2,381-20.7% |
| Participant deferral / active EE | $3,142 | $3,175-1.0% | $5,081-38.2% | $3,470-9.4% |
| Admin fee / account holder | $4,719 | $5,589-15.6% | $13,411-64.8% | $4,887-3.5% |