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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 | $33,588 | $58,828-42.9% | $78,002-56.9% | $62,881-46.6% |
| Participation rate | 36.7% | 71.1%-34.4pp | 75.5%-38.9pp | 69.3%-32.6pp |
| Annual return | 4.98% | 17.16%-12.2pp | 425.99%-421.0pp | 20.14%-15.2pp |
| Employer contribution / active EE | $302 | $1,672-81.9% | $2,470-87.8% | $2,281-86.8% |
| Participant deferral / active EE | $1,211 | $2,686-54.9% | $3,497-65.4% | $3,203-62.2% |
| Admin fee / account holder | $2,781 | $4,393-36.7% | $5,481-49.3% | $4,296-35.3% |