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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 | $36,151 | $58,234-37.9% | $81,783-55.8% | $80,874-55.3% |
| Participation rate | 29.6% | 63.4%-33.8pp | 72.4%-42.7pp | 67.6%-38.0pp |
| Annual return | 13.27% | 41.70%-28.4pp | 775.05%-761.8pp | 35.62%-22.3pp |
| Employer contribution / active EE | $1,149 | $2,341-50.9% | $2,913-60.6% | $2,756-58.3% |
| Participant deferral / active EE | $2,199 | $3,283-33.0% | $4,320-49.1% | $4,297-48.8% |
| Admin fee / account holder | $1,313 | $4,982-73.6% | $7,380-82.2% | $6,935-81.1% |