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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 | $37,847 | $58,258-35.0% | $81,820-53.7% | $80,925-53.2% |
| Participation rate | 53.6% | 63.5%-9.9pp | 72.4%-18.8pp | 67.7%-14.1pp |
| Annual return | 15.08% | 41.76%-26.7pp | 777.93%-762.9pp | 35.65%-20.6pp |
| Employer contribution / active EE | $289 | $2,345-87.7% | $2,915-90.1% | $2,756-89.5% |
| Participant deferral / active EE | $886 | $3,284-73.0% | $4,323-79.5% | $4,299-79.4% |
| Admin fee / account holder | $616 | $4,976-87.6% | $7,391-91.7% | $6,940-91.1% |