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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 | $25,609 | $58,311-56.1% | $81,882-68.7% | $80,959-68.4% |
| Participation rate | 35.3% | 63.5%-28.2pp | 72.4%-37.1pp | 67.7%-32.4pp |
| Annual return | 12.16% | 41.85%-29.7pp | 779.47%-767.3pp | 35.67%-23.5pp |
| Employer contribution / active EE | $901 | $2,347-61.6% | $2,916-69.1% | $2,757-67.3% |
| Participant deferral / active EE | $2,730 | $3,287-17.0% | $4,323-36.9% | $4,300-36.5% |
| Admin fee / account holder | $478 | $4,752-89.9% | $7,360-93.5% | $6,925-93.1% |