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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 | $39,932 | $53,128-24.8% | $86,581-53.9% | $70,124-43.1% |
| Participation rate | 37.9% | 65.3%-27.4pp | 73.5%-35.6pp | 69.5%-31.6pp |
| Annual return | 14.34% | 27.66%-13.3pp | 965.06%-950.7pp | 73.14%-58.8pp |
| Employer contribution / active EE | $270 | $2,068-87.0% | $2,840-90.5% | $2,342-88.5% |
| Participant deferral / active EE | $967 | $2,695-64.1% | $3,609-73.2% | $3,332-71.0% |
| Admin fee / account holder | $1,209 | $3,584-66.3% | $4,904-75.3% | $4,645-74.0% |