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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 | $58,241-56.0% | $81,780-68.7% | $80,911-68.3% |
| Participation rate | 35.3% | 63.4%-28.2pp | 72.4%-37.1pp | 67.6%-32.4pp |
| Annual return | 12.16% | 41.73%-29.6pp | 776.27%-764.1pp | 35.63%-23.5pp |
| Employer contribution / active EE | $901 | $2,343-61.6% | $2,914-69.1% | $2,756-67.3% |
| Participant deferral / active EE | $2,730 | $3,283-16.8% | $4,321-36.8% | $4,297-36.5% |
| Admin fee / account holder | $478 | $4,973-90.4% | $7,384-93.5% | $6,935-93.1% |