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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 | $21,643 | $48,327-55.2% | $67,575-68.0% | $80,935-73.3% |
| Participation rate | 45.6% | 66.4%-20.8pp | 72.9%-27.3pp | 67.7%-22.1pp |
| Annual return | 14.22% | 18.31%-4.1pp | 3528.98%-3514.8pp | 35.66%-21.4pp |
| Employer contribution / active EE | $814 | $2,022-59.7% | $2,736-70.2% | $2,757-70.5% |
| Participant deferral / active EE | $2,603 | $2,927-11.1% | $4,003-35.0% | $4,299-39.5% |
| Admin fee / account holder | $3,107 | $3,692-15.9% | $3,993-22.2% | $6,924-55.1% |