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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 | $29,157 | $44,850-35.0% | $60,547-51.8% | $59,633-51.1% |
| Participation rate | 58.2% | 59.5%-1.2pp | 68.0%-9.7pp | 68.7%-10.4pp |
| Annual return | 3.87% | 1074.14%-1070.3pp | 335.64%-331.8pp | 2041.40%-2037.5pp |
| Employer contribution / active EE | $422 | $1,462-71.1% | $2,419-82.6% | $2,203-80.8% |
| Participant deferral / active EE | $1,956 | $2,230-12.3% | $3,328-41.2% | $3,192-38.7% |
| Admin fee / account holder | $1,570 | $3,635-56.8% | $4,536-65.4% | $4,297-63.5% |