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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 | $45,900-21.9% | $94,057-61.9% | $64,340-44.3% |
| Participation rate | 25.9% | 50.6%-24.7pp | 73.3%-47.4pp | 55.2%-29.3pp |
| Annual return | 17.63% | 50.47%-32.8pp | 480.62%-463.0pp | 24.14%-6.5pp |
| Employer contribution / active EE | $658 | $1,612-59.2% | $2,933-77.6% | $1,862-64.6% |
| Participant deferral / active EE | $1,677 | $2,102-20.2% | $4,709-64.4% | $2,980-43.7% |
| Admin fee / account holder | $2,709 | $3,143-13.8% | $7,244-62.6% | $3,703-26.8% |