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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 | $31,723 | $48,327-34.4% | $67,575-53.1% | $80,935-60.8% |
| Participation rate | 43.8% | 66.4%-22.7pp | 72.9%-29.2pp | 67.7%-23.9pp |
| Annual return | 16.12% | 18.31%-2.2pp | 3528.98%-3512.9pp | 35.66%-19.5pp |
| Employer contribution / active EE | $448 | $2,022-77.9% | $2,736-83.6% | $2,757-83.8% |
| Participant deferral / active EE | $2,658 | $2,927-9.2% | $4,003-33.6% | $4,299-38.2% |
| Admin fee / account holder | $9,492 | $3,692+157.1% | $3,993+137.7% | $6,924+37.1% |