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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 | $58,241-33.2% | $81,780-52.4% | $80,911-51.9% |
| Participation rate | 34.4% | 63.4%-29.1pp | 72.4%-38.0pp | 67.6%-33.3pp |
| Annual return | 11.66% | 41.73%-30.1pp | 776.27%-764.6pp | 35.63%-24.0pp |
| Employer contribution / active EE | $970 | $2,343-58.6% | $2,914-66.7% | $2,756-64.8% |
| Participant deferral / active EE | $1,504 | $3,283-54.2% | $4,321-65.2% | $4,297-65.0% |
| Admin fee / account holder | $3,224 | $4,973-35.2% | $7,384-56.3% | $6,935-53.5% |