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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 | $33,023 | $49,976-33.9% | $66,674-50.5% | $82,637-60.0% |
| Participation rate | 60.0% | 63.1%-3.1pp | 73.7%-13.7pp | 68.1%-8.1pp |
| Annual return | 17.08% | 39.09%-22.0pp | 321.24%-304.2pp | 53.51%-36.4pp |
| Employer contribution / active EE | $745 | $1,988-62.5% | $2,620-71.5% | $2,552-70.8% |
| Participant deferral / active EE | $1,322 | $2,847-53.6% | $4,084-67.6% | $4,126-68.0% |
| Admin fee / account holder | $2,179 | $4,594-52.6% | $5,098-57.3% | $7,339-70.3% |