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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 | $32,666 | $55,902-41.6% | $76,030-57.0% | $80,959-59.7% |
| Participation rate | 48.1% | 62.1%-13.9pp | 69.1%-20.9pp | 67.7%-19.5pp |
| Annual return | 20.26% | 20.59%-0.3pp | 361.54%-341.3pp | 35.67%-15.4pp |
| Employer contribution / active EE | $648 | $1,867-65.3% | $2,688-75.9% | $2,757-76.5% |
| Participant deferral / active EE | $1,769 | $3,051-42.0% | $4,257-58.5% | $4,300-58.9% |
| Admin fee / account holder | $3,246 | $5,239-38.1% | $6,421-49.4% | $6,925-53.1% |