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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 | $35,071 | $48,337-27.4% | $67,560-48.1% | $80,959-56.7% |
| Participation rate | 54.5% | 66.4%-11.9pp | 72.9%-18.4pp | 67.7%-13.1pp |
| Annual return | 16.33% | 18.26%-1.9pp | 3533.50%-3517.2pp | 35.67%-19.3pp |
| Employer contribution / active EE | $691 | $2,023-65.8% | $2,737-74.7% | $2,757-74.9% |
| Participant deferral / active EE | $3,262 | $2,928+11.4% | $4,004-18.5% | $4,300-24.1% |
| Admin fee / account holder | $3,343 | $3,695-9.6% | $3,994-16.3% | $6,925-51.7% |