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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 | $33,534 | $58,828-43.0% | $78,002-57.0% | $62,881-46.7% |
| Participation rate | 50.0% | 71.1%-21.1pp | 75.5%-25.5pp | 69.3%-19.3pp |
| Annual return | 5.83% | 17.16%-11.3pp | 425.99%-420.2pp | 20.14%-14.3pp |
| Employer contribution / active EE | $906 | $1,672-45.8% | $2,470-63.3% | $2,281-60.3% |
| Participant deferral / active EE | $1,629 | $2,686-39.3% | $3,497-53.4% | $3,203-49.1% |
| Admin fee / account holder | $832 | $4,393-81.1% | $5,481-84.8% | $4,296-80.6% |