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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 | $35,835 | $47,105-23.9% | $68,368-47.6% | $67,986-47.3% |
| Participation rate | 25.9% | 51.8%-25.9pp | 73.8%-47.8pp | 57.2%-31.3pp |
| Annual return | 17.63% | 48.37%-30.7pp | 292.57%-274.9pp | 31.67%-14.0pp |
| Employer contribution / active EE | $658 | $1,859-64.6% | $2,649-75.1% | $2,019-67.4% |
| Participant deferral / active EE | $1,677 | $2,374-29.3% | $4,123-59.3% | $3,358-50.0% |
| Admin fee / account holder | $2,709 | $2,435+11.3% | $5,150-47.4% | $3,203-15.4% |