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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 | $31,845 | $61,125-47.9% | $94,057-66.1% | $87,485-63.6% |
| Participation rate | 51.4% | 64.1%-12.7pp | 73.3%-22.0pp | 68.9%-17.6pp |
| Annual return | 18.83% | 35.20%-16.4pp | 480.62%-461.8pp | 26.06%-7.2pp |
| Employer contribution / active EE | $950 | $2,136-55.5% | $2,933-67.6% | $2,596-63.4% |
| Participant deferral / active EE | $1,987 | $3,260-39.0% | $4,709-57.8% | $4,274-53.5% |
| Admin fee / account holder | $2,211 | $5,629-60.7% | $7,244-69.5% | $7,775-71.6% |