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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 | $47,639 | $58,311-18.3% | $81,882-41.8% | $80,959-41.2% |
| Participation rate | 30.2% | 63.5%-33.3pp | 72.4%-42.2pp | 67.7%-37.4pp |
| Annual return | 15.29% | 41.85%-26.6pp | 779.47%-764.2pp | 35.67%-20.4pp |
| Employer contribution / active EE | $349 | $2,347-85.1% | $2,916-88.0% | $2,757-87.3% |
| Participant deferral / active EE | $1,719 | $3,287-47.7% | $4,323-60.2% | $4,300-60.0% |
| Admin fee / account holder | $1,545 | $4,752-67.5% | $7,360-79.0% | $6,925-77.7% |