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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 | $58,241-35.3% | $81,780-53.9% | $80,911-53.4% |
| Participation rate | 35.8% | 63.4%-27.6pp | 72.4%-36.5pp | 67.6%-31.8pp |
| Annual return | 13.48% | 41.73%-28.2pp | 776.27%-762.8pp | 35.63%-22.2pp |
| Employer contribution / active EE | $377 | $2,343-83.9% | $2,914-87.1% | $2,756-86.3% |
| Participant deferral / active EE | $1,460 | $3,283-55.5% | $4,321-66.2% | $4,297-66.0% |
| Admin fee / account holder | $1,997 | $4,973-59.8% | $7,384-72.9% | $6,935-71.2% |