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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 | $33,100 | $77,145-57.1% | $108,410-69.5% | $85,856-61.4% |
| Participation rate | 61.3% | 74.7%-13.4pp | 80.1%-18.8pp | 69.3%-8.0pp |
| Annual return | 13.30% | 44.54%-31.2pp | 905.34%-892.0pp | 318.58%-305.3pp |
| Employer contribution / active EE | $1,973 | $2,379-17.1% | $3,558-44.6% | $2,565-23.1% |
| Participant deferral / active EE | $5,060 | $5,566-9.1% | $6,562-22.9% | $3,952+28.0% |
| Admin fee / account holder | $1,825 | $5,172-64.7% | $7,296-75.0% | $6,261-70.8% |