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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 | $34,644 | $43,730-20.8% | $66,674-48.0% | $64,097-46.0% |
| Participation rate | 42.7% | 50.7%-8.0pp | 73.7%-30.9pp | 55.2%-12.5pp |
| Annual return | 16.43% | 53.62%-37.2pp | 321.24%-304.8pp | 34.64%-18.2pp |
| Employer contribution / active EE | $481 | $1,673-71.2% | $2,620-81.6% | $1,891-74.6% |
| Participant deferral / active EE | $1,355 | $2,122-36.1% | $4,084-66.8% | $3,080-56.0% |
| Admin fee / account holder | $4,613 | $2,708+70.4% | $5,098-9.5% | $3,454+33.5% |