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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 | $40,899 | $47,479-13.9% | $62,929-35.0% | $82,448-50.4% |
| Participation rate | 64.0% | 66.9%-2.9pp | 73.1%-9.1pp | 68.1%-4.1pp |
| Annual return | 12.70% | 20.34%-7.6pp | 1063.93%-1051.2pp | 41.64%-28.9pp |
| Employer contribution / active EE | $623 | $1,885-67.0% | $2,505-75.1% | $2,551-75.6% |
| Participant deferral / active EE | $2,638 | $2,870-8.1% | $3,888-32.2% | $4,139-36.3% |
| Admin fee / account holder | $871 | $3,804-77.1% | $5,065-82.8% | $7,234-88.0% |