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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 | $32,613 | $83,337-60.9% | $67,834-51.9% | $273,972-88.1% |
| Participation rate | 61.1% | 76.4%-15.3pp | 68.8%-7.7pp | 83.0%-21.9pp |
| Annual return | 6.29% | 259.45%-253.2pp | 138.47%-132.2pp | 41.46%-35.2pp |
| Employer contribution / active EE | $1,402 | $3,287-57.3% | $2,403-41.7% | $4,869-71.2% |
| Participant deferral / active EE | $2,378 | $4,088-41.8% | $3,160-24.7% | $5,287-55.0% |
| Admin fee / account holder | $1,817 | $6,752-73.1% | $4,622-60.7% | $10,133-82.1% |