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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 | $52,123 | $58,258-10.5% | $81,820-36.3% | $80,925-35.6% |
| Participation rate | 38.7% | 63.5%-24.8pp | 72.4%-33.7pp | 67.7%-28.9pp |
| Annual return | 11.06% | 41.76%-30.7pp | 777.93%-766.9pp | 35.65%-24.6pp |
| Employer contribution / active EE | $514 | $2,345-78.1% | $2,915-82.4% | $2,756-81.3% |
| Participant deferral / active EE | $1,316 | $3,284-59.9% | $4,323-69.6% | $4,299-69.4% |
| Admin fee / account holder | $2,564 | $4,976-48.5% | $7,391-65.3% | $6,940-63.1% |