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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 | $49,185 | $50,637-2.9% | $86,582-43.2% | $62,293-21.0% |
| Participation rate | 26.2% | 67.9%-41.7pp | 73.5%-47.3pp | 69.5%-43.3pp |
| Annual return | 18.39% | 20.80%-2.4pp | 965.08%-946.7pp | 28.90%-10.5pp |
| Employer contribution / active EE | $334 | $2,075-83.9% | $2,839-88.2% | $2,042-83.7% |
| Participant deferral / active EE | $828 | $2,611-68.3% | $3,609-77.1% | $3,169-73.9% |
| Admin fee / account holder | $2,102 | $413+408.5% | $4,904-57.1% | $479+338.4% |