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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 | $31,598 | $58,311-45.8% | $81,882-61.4% | $80,959-61.0% |
| Participation rate | 27.4% | 63.5%-36.1pp | 72.4%-45.0pp | 67.7%-40.2pp |
| Annual return | 12.30% | 41.85%-29.6pp | 779.47%-767.2pp | 35.67%-23.4pp |
| Employer contribution / active EE | $677 | $2,347-71.1% | $2,916-76.8% | $2,757-75.4% |
| Participant deferral / active EE | $1,547 | $3,287-52.9% | $4,323-64.2% | $4,300-64.0% |
| Admin fee / account holder | $2,334 | $4,752-50.9% | $7,360-68.3% | $6,925-66.3% |