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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 | $34,661 | $106,918-67.6% | $84,021-58.7% | $152,897-77.3% |
| Participation rate | 33.3% | 75.2%-41.9pp | 69.0%-35.7pp | 82.5%-49.1pp |
| Annual return | 31.68% | 105.01%-73.3pp | 71.32%-39.6pp | 345.43%-313.7pp |
| Employer contribution / active EE | $1,786 | $2,735-34.7% | $1,984-10.0% | $4,764-62.5% |
| Participant deferral / active EE | $4,425 | $4,012+10.3% | $3,239+36.6% | $5,851-24.4% |
| Admin fee / account holder | $2,028 | $8,288-75.5% | $6,102-66.8% | $11,599-82.5% |