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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 | $52,637 | $58,275-9.7% | $81,844-35.7% | $80,935-35.0% |
| Participation rate | 35.6% | 63.5%-27.9pp | 72.4%-36.8pp | 67.7%-32.1pp |
| Annual return | 15.77% | 41.82%-26.0pp | 778.87%-763.1pp | 35.66%-19.9pp |
| Employer contribution / active EE | $831 | $2,346-64.6% | $2,916-71.5% | $2,757-69.8% |
| Participant deferral / active EE | $1,536 | $3,285-53.2% | $4,323-64.5% | $4,299-64.3% |
| Admin fee / account holder | $4,394 | $4,749-7.5% | $7,355-40.3% | $6,924-36.6% |