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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 | $45,784 | $58,311-21.5% | $81,882-44.1% | $80,959-43.4% |
| Participation rate | 38.7% | 63.5%-24.8pp | 72.4%-33.7pp | 67.7%-29.0pp |
| Annual return | 12.22% | 41.85%-29.6pp | 779.47%-767.3pp | 35.67%-23.4pp |
| Employer contribution / active EE | $845 | $2,347-64.0% | $2,916-71.0% | $2,757-69.4% |
| Participant deferral / active EE | $1,868 | $3,287-43.2% | $4,323-56.8% | $4,300-56.6% |
| Admin fee / account holder | $3,904 | $4,752-17.8% | $7,360-47.0% | $6,925-43.6% |