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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 | $24,618+40.4% | $71,585-51.7% | $82,637-58.2% |
| Participation rate | 39.0% | 68.2%-29.2pp | 68.2%-29.2pp | 68.1%-29.1pp |
| Annual return | 15.13% | 93.17%-78.0pp | 59.26%-44.1pp | 53.51%-38.4pp |
| Employer contribution / active EE | $738 | $852-13.4% | $1,669-55.8% | $2,552-71.1% |
| Participant deferral / active EE | $1,401 | $1,720-18.6% | $2,923-52.1% | $4,126-66.0% |
| Admin fee / account holder | $1,526 | $3,285-53.5% | $4,712-67.6% | $7,339-79.2% |