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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 | $34,990 | $73,107-52.1% | $114,563-69.5% | $87,485-60.0% |
| Participation rate | 34.0% | 65.8%-31.8pp | 72.9%-38.9pp | 68.9%-35.0pp |
| Annual return | 13.23% | 19.47%-6.2pp | 241.09%-227.9pp | 26.06%-12.8pp |
| Employer contribution / active EE | $452 | $1,881-76.0% | $2,592-82.6% | $2,596-82.6% |
| Participant deferral / active EE | $1,880 | $3,144-40.2% | $4,142-54.6% | $4,274-56.0% |
| Admin fee / account holder | $2,693 | $5,770-53.3% | $7,623-64.7% | $7,775-65.4% |