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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 | $42,483 | $49,976-15.0% | $66,674-36.3% | $82,637-48.6% |
| Participation rate | 39.1% | 63.1%-24.0pp | 73.7%-34.5pp | 68.1%-28.9pp |
| Annual return | 14.33% | 39.09%-24.8pp | 321.24%-306.9pp | 53.51%-39.2pp |
| Employer contribution / active EE | $716 | $1,988-64.0% | $2,620-72.7% | $2,552-72.0% |
| Participant deferral / active EE | $1,589 | $2,847-44.2% | $4,084-61.1% | $4,126-61.5% |
| Admin fee / account holder | $798 | $4,594-82.6% | $5,098-84.3% | $7,339-89.1% |