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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 | $58,258-5.8% | $81,820-32.9% | $80,925-32.2% |
| Participation rate | 41.4% | 63.5%-22.1pp | 72.4%-31.0pp | 67.7%-26.3pp |
| Annual return | 12.25% | 41.76%-29.5pp | 777.93%-765.7pp | 35.65%-23.4pp |
| Employer contribution / active EE | $833 | $2,345-64.5% | $2,915-71.4% | $2,756-69.8% |
| Participant deferral / active EE | $2,205 | $3,284-32.8% | $4,323-49.0% | $4,299-48.7% |
| Admin fee / account holder | $1,604 | $4,976-67.8% | $7,391-78.3% | $6,940-76.9% |