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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 | $38,245 | $53,128-28.0% | $86,582-55.8% | $70,126-45.5% |
| Participation rate | 49.1% | 65.3%-16.2pp | 73.5%-24.5pp | 69.5%-20.5pp |
| Annual return | 13.89% | 27.66%-13.8pp | 965.08%-951.2pp | 73.15%-59.3pp |
| Employer contribution / active EE | $252 | $2,068-87.8% | $2,839-91.1% | $2,343-89.3% |
| Participant deferral / active EE | $1,277 | $2,695-52.6% | $3,609-64.6% | $3,332-61.7% |
| Admin fee / account holder | $3,460 | $3,584-3.5% | $4,904-29.5% | $4,645-25.5% |