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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 | $30,652 | $49,976-38.7% | $66,674-54.0% | $82,637-62.9% |
| Participation rate | 42.3% | 63.1%-20.8pp | 73.7%-31.4pp | 68.1%-25.7pp |
| Annual return | 13.61% | 39.09%-25.5pp | 321.24%-307.6pp | 53.51%-39.9pp |
| Employer contribution / active EE | $988 | $1,988-50.3% | $2,620-62.3% | $2,552-61.3% |
| Participant deferral / active EE | $1,523 | $2,847-46.5% | $4,084-62.7% | $4,126-63.1% |
| Admin fee / account holder | $764 | $4,594-83.4% | $5,098-85.0% | $7,339-89.6% |