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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 | $33,339 | $114,013-70.8% | $103,693-67.8% | $155,188-78.5% |
| Participation rate | 44.4% | 75.2%-30.8pp | 72.6%-28.2pp | 80.8%-36.4pp |
| Annual return | 10.66% | 49.31%-38.7pp | 47.61%-37.0pp | 148.84%-138.2pp |
| Employer contribution / active EE | $1,083 | $3,131-65.4% | $2,920-62.9% | $4,248-74.5% |
| Participant deferral / active EE | $1,919 | $4,970-61.4% | $4,579-58.1% | $6,531-70.6% |
| Admin fee / account holder | $7,087 | $8,407-15.7% | $7,858-9.8% | $14,480-51.1% |