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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 | $38,922 | $58,311-33.3% | $81,882-52.5% | $80,959-51.9% |
| Participation rate | 34.4% | 63.5%-29.1pp | 72.4%-38.0pp | 67.7%-33.3pp |
| Annual return | 11.66% | 41.85%-30.2pp | 779.47%-767.8pp | 35.67%-24.0pp |
| Employer contribution / active EE | $970 | $2,347-58.7% | $2,916-66.7% | $2,757-64.8% |
| Participant deferral / active EE | $1,504 | $3,287-54.2% | $4,323-65.2% | $4,300-65.0% |
| Admin fee / account holder | $3,224 | $4,752-32.2% | $7,360-56.2% | $6,925-53.4% |