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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 | $36,556 | $58,311-37.3% | $81,882-55.4% | $80,959-54.8% |
| Participation rate | 44.2% | 63.5%-19.3pp | 72.4%-28.2pp | 67.7%-23.5pp |
| Annual return | 15.79% | 41.85%-26.1pp | 779.47%-763.7pp | 35.67%-19.9pp |
| Employer contribution / active EE | $935 | $2,347-60.2% | $2,916-67.9% | $2,757-66.1% |
| Participant deferral / active EE | $1,833 | $3,287-44.2% | $4,323-57.6% | $4,300-57.4% |
| Admin fee / account holder | $986 | $4,752-79.2% | $7,360-86.6% | $6,925-85.8% |