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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 | $45,036 | $47,479-5.1% | $62,929-28.4% | $82,448-45.4% |
| Participation rate | 42.9% | 66.9%-24.0pp | 73.1%-30.3pp | 68.1%-25.2pp |
| Annual return | 17.38% | 20.34%-3.0pp | 1063.93%-1046.5pp | 41.64%-24.3pp |
| Employer contribution / active EE | $804 | $1,885-57.4% | $2,505-67.9% | $2,551-68.5% |
| Participant deferral / active EE | $1,852 | $2,870-35.5% | $3,888-52.4% | $4,139-55.3% |
| Admin fee / account holder | $911 | $3,804-76.1% | $5,065-82.0% | $7,234-87.4% |