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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 | $34,565 | $23,330+48.2% | $64,489-46.4% | $82,448-58.1% |
| Participation rate | 39.0% | 68.3%-29.3pp | 67.7%-28.7pp | 68.1%-29.1pp |
| Annual return | 15.13% | 83.66%-68.5pp | 55.03%-39.9pp | 41.64%-26.5pp |
| Employer contribution / active EE | $738 | $824-10.5% | $1,523-51.5% | $2,551-71.1% |
| Participant deferral / active EE | $1,401 | $1,707-17.9% | $2,778-49.6% | $4,139-66.2% |
| Admin fee / account holder | $1,526 | $2,946-48.2% | $4,260-64.2% | $7,234-78.9% |