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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 | $34,994 | $89,367-60.8% | $141,191-75.2% | $72,975-52.0% |
| Participation rate | 56.1% | 75.1%-19.0pp | 82.5%-26.4pp | 69.5%-13.4pp |
| Annual return | 50.23% | 111.87%-61.6pp | 71.41%-21.2pp | 81.01%-30.8pp |
| Employer contribution / active EE | $1,874 | $3,115-39.8% | $4,736-60.4% | $2,440-23.2% |
| Participant deferral / active EE | $6,696 | $5,419+23.6% | $6,710-0.2% | $3,608+85.6% |
| Admin fee / account holder | $4,166 | $5,957-30.1% | $10,264-59.4% | $5,124-18.7% |