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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 | $35,281 | $48,337-27.0% | $67,560-47.8% | $80,959-56.4% |
| Participation rate | 14.1% | 66.4%-52.3pp | 72.9%-58.8pp | 67.7%-53.6pp |
| Annual return | 22.84% | 18.26%+4.6pp | 3533.50%-3510.7pp | 35.67%-12.8pp |
| Employer contribution / active EE | $368 | $2,023-81.8% | $2,737-86.6% | $2,757-86.7% |
| Participant deferral / active EE | $886 | $2,928-69.8% | $4,004-77.9% | $4,300-79.4% |
| Admin fee / account holder | $2,505 | $3,695-32.2% | $3,994-37.3% | $6,925-63.8% |