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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 | $54,883 | $58,311-5.9% | $81,882-33.0% | $80,959-32.2% |
| Participation rate | 41.4% | 63.5%-22.1pp | 72.4%-31.0pp | 67.7%-26.3pp |
| Annual return | 12.25% | 41.85%-29.6pp | 779.47%-767.2pp | 35.67%-23.4pp |
| Employer contribution / active EE | $833 | $2,347-64.5% | $2,916-71.4% | $2,757-69.8% |
| Participant deferral / active EE | $2,205 | $3,287-32.9% | $4,323-49.0% | $4,300-48.7% |
| Admin fee / account holder | $1,604 | $4,752-66.3% | $7,360-78.2% | $6,925-76.8% |