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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 | $36,943 | $58,275-36.6% | $81,844-54.9% | $80,935-54.4% |
| Participation rate | 44.7% | 63.5%-18.7pp | 72.4%-27.6pp | 67.7%-22.9pp |
| Annual return | 13.14% | 41.82%-28.7pp | 778.87%-765.7pp | 35.66%-22.5pp |
| Employer contribution / active EE | $933 | $2,346-60.2% | $2,916-68.0% | $2,757-66.2% |
| Participant deferral / active EE | $3,983 | $3,285+21.2% | $4,323-7.9% | $4,299-7.4% |
| Admin fee / account holder | $2,929 | $4,749-38.3% | $7,355-60.2% | $6,924-57.7% |