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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 | $33,120 | $55,423-40.2% | $155,602-78.7% | $74,400-55.5% |
| Participation rate | 42.2% | 61.9%-19.7pp | 78.2%-36.0pp | 67.2%-25.0pp |
| Annual return | 17.01% | 269.07%-252.1pp | 64.81%-47.8pp | 1367.51%-1350.5pp |
| Employer contribution / active EE | $1,256 | $2,266-44.6% | $4,675-73.1% | $2,624-52.1% |
| Participant deferral / active EE | $4,148 | $2,835+46.3% | $5,629-26.3% | $4,348-4.6% |
| Admin fee / account holder | $2,718 | $1,744+55.8% | $15,923-82.9% | $1,944+39.8% |