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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 | $40,267 | $47,479-15.2% | $62,929-36.0% | $82,448-51.2% |
| Participation rate | 32.7% | 66.9%-34.1pp | 73.1%-40.4pp | 68.1%-35.3pp |
| Annual return | 18.70% | 20.34%-1.6pp | 1063.93%-1045.2pp | 41.64%-22.9pp |
| Employer contribution / active EE | $585 | $1,885-69.0% | $2,505-76.7% | $2,551-77.1% |
| Participant deferral / active EE | $2,125 | $2,870-26.0% | $3,888-45.3% | $4,139-48.7% |
| Admin fee / account holder | $417 | $3,804-89.0% | $5,065-91.8% | $7,234-94.2% |