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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 | $34,845 | $58,234-40.2% | $81,783-57.4% | $80,874-56.9% |
| Participation rate | 20.6% | 63.4%-42.8pp | 72.4%-51.8pp | 67.6%-47.1pp |
| Annual return | 13.03% | 41.70%-28.7pp | 775.05%-762.0pp | 35.62%-22.6pp |
| Employer contribution / active EE | $544 | $2,341-76.8% | $2,913-81.3% | $2,756-80.3% |
| Participant deferral / active EE | $2,259 | $3,283-31.2% | $4,320-47.7% | $4,297-47.4% |
| Admin fee / account holder | $1,329 | $4,982-73.3% | $7,380-82.0% | $6,935-80.8% |