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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 | $33,334 | $58,311-42.8% | $81,882-59.3% | $80,959-58.8% |
| Participation rate | 44.3% | 63.5%-19.2pp | 72.4%-28.1pp | 67.7%-23.4pp |
| Annual return | 15.62% | 41.85%-26.2pp | 779.47%-763.9pp | 35.67%-20.0pp |
| Employer contribution / active EE | $1,597 | $2,347-31.9% | $2,916-45.2% | $2,757-42.1% |
| Participant deferral / active EE | $2,453 | $3,287-25.4% | $4,323-43.3% | $4,300-43.0% |
| Admin fee / account holder | $6,798 | $4,752+43.0% | $7,360-7.6% | $6,925-1.8% |