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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 | $58,241-37.9% | $81,780-55.8% | $80,911-55.3% |
| Participation rate | 29.6% | 63.4%-33.8pp | 72.4%-42.7pp | 67.6%-38.0pp |
| Annual return | 13.27% | 41.73%-28.5pp | 776.27%-763.0pp | 35.63%-22.4pp |
| Employer contribution / active EE | $1,149 | $2,343-51.0% | $2,914-60.6% | $2,756-58.3% |
| Participant deferral / active EE | $2,199 | $3,283-33.0% | $4,321-49.1% | $4,297-48.8% |
| Admin fee / account holder | $1,313 | $4,973-73.6% | $7,384-82.2% | $6,935-81.1% |