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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 | $30,581 | $70,666-56.7% | $169,385-81.9% | $75,181-59.3% |
| Participation rate | 34.1% | 64.8%-30.7pp | 77.2%-43.0pp | 67.2%-33.1pp |
| Annual return | 26.68% | 36.37%-9.7pp | 405.82%-379.1pp | 160.69%-134.0pp |
| Employer contribution / active EE | $1,751 | $2,210-20.8% | $4,012-56.4% | $2,671-34.4% |
| Participant deferral / active EE | $2,468 | $4,308-42.7% | $6,221-60.3% | $4,126-40.2% |
| Admin fee / account holder | $951 | $5,402-82.4% | $9,011-89.4% | $5,650-83.2% |