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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 | $24,441 | $58,258-58.0% | $81,820-70.1% | $80,925-69.8% |
| Participation rate | 35.5% | 63.5%-28.0pp | 72.4%-36.9pp | 67.7%-32.2pp |
| Annual return | 12.03% | 41.76%-29.7pp | 777.93%-765.9pp | 35.65%-23.6pp |
| Employer contribution / active EE | $735 | $2,345-68.6% | $2,915-74.8% | $2,756-73.3% |
| Participant deferral / active EE | $1,499 | $3,284-54.3% | $4,323-65.3% | $4,299-65.1% |
| Admin fee / account holder | $3,168 | $4,976-36.3% | $7,391-57.1% | $6,940-54.3% |