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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 | $37,322 | $61,125-38.9% | $94,057-60.3% | $87,485-57.3% |
| Participation rate | 39.3% | 64.1%-24.7pp | 73.3%-34.0pp | 68.9%-29.6pp |
| Annual return | 13.44% | 35.20%-21.8pp | 480.62%-467.2pp | 26.06%-12.6pp |
| Employer contribution / active EE | $321 | $2,136-85.0% | $2,933-89.1% | $2,596-87.6% |
| Participant deferral / active EE | $1,089 | $3,260-66.6% | $4,709-76.9% | $4,274-74.5% |
| Admin fee / account holder | $1,438 | $5,629-74.5% | $7,244-80.2% | $7,775-81.5% |