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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 | $34,806 | $51,638-32.6% | $68,368-49.1% | $82,448-57.8% |
| Participation rate | 43.9% | 63.6%-19.7pp | 73.8%-29.8pp | 68.1%-24.1pp |
| Annual return | 13.50% | 37.53%-24.0pp | 292.57%-279.1pp | 41.64%-28.1pp |
| Employer contribution / active EE | $682 | $2,047-66.7% | $2,649-74.2% | $2,551-73.2% |
| Participant deferral / active EE | $2,119 | $2,914-27.3% | $4,123-48.6% | $4,139-48.8% |
| Admin fee / account holder | $2,574 | $4,643-44.6% | $5,150-50.0% | $7,234-64.4% |