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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 | $58,275-35.1% | $81,844-53.8% | $80,935-53.2% |
| Participation rate | 53.6% | 63.5%-9.9pp | 72.4%-18.8pp | 67.7%-14.1pp |
| Annual return | 15.08% | 41.82%-26.7pp | 778.87%-763.8pp | 35.66%-20.6pp |
| Employer contribution / active EE | $289 | $2,346-87.7% | $2,916-90.1% | $2,757-89.5% |
| Participant deferral / active EE | $886 | $3,285-73.0% | $4,323-79.5% | $4,299-79.4% |
| Admin fee / account holder | $616 | $4,749-87.0% | $7,355-91.6% | $6,924-91.1% |