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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 | $33,828 | $63,342-46.6% | $92,236-63.3% | $70,131-51.8% |
| Participation rate | 50.0% | 68.7%-18.7pp | 76.5%-26.5pp | 69.5%-19.5pp |
| Annual return | 18.23% | 530.15%-511.9pp | 176.29%-158.1pp | 73.14%-54.9pp |
| Employer contribution / active EE | $1,517 | $2,471-38.6% | $3,679-58.8% | $2,342-35.3% |
| Participant deferral / active EE | $2,423 | $2,854-15.1% | $3,897-37.8% | $3,332-27.3% |
| Admin fee / account holder | $1,391 | $3,840-63.8% | $5,194-73.2% | $4,645-70.1% |