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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 | $37,706 | $58,311-35.3% | $81,882-54.0% | $80,959-53.4% |
| Participation rate | 35.8% | 63.5%-27.7pp | 72.4%-36.6pp | 67.7%-31.8pp |
| Annual return | 13.48% | 41.85%-28.4pp | 779.47%-766.0pp | 35.67%-22.2pp |
| Employer contribution / active EE | $377 | $2,347-83.9% | $2,916-87.1% | $2,757-86.3% |
| Participant deferral / active EE | $1,460 | $3,287-55.6% | $4,323-66.2% | $4,300-66.1% |
| Admin fee / account holder | $1,997 | $4,752-58.0% | $7,360-72.9% | $6,925-71.2% |