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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 | $35,570 | $47,105-24.5% | $68,368-48.0% | $67,986-47.7% |
| Participation rate | 37.4% | 51.8%-14.4pp | 73.8%-36.3pp | 57.2%-19.8pp |
| Annual return | 20.87% | 48.37%-27.5pp | 292.57%-271.7pp | 31.67%-10.8pp |
| Employer contribution / active EE | $733 | $1,859-60.6% | $2,649-72.3% | $2,019-63.7% |
| Participant deferral / active EE | $1,569 | $2,374-33.9% | $4,123-61.9% | $3,358-53.3% |
| Admin fee / account holder | $1,229 | $2,435-49.5% | $5,150-76.1% | $3,203-61.6% |