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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 | $48,327-27.0% | $67,575-47.8% | $80,935-56.4% |
| Participation rate | 14.1% | 66.4%-52.3pp | 72.9%-58.8pp | 67.7%-53.6pp |
| Annual return | 22.84% | 18.31%+4.5pp | 3528.98%-3506.1pp | 35.66%-12.8pp |
| Employer contribution / active EE | $368 | $2,022-81.8% | $2,736-86.5% | $2,757-86.7% |
| Participant deferral / active EE | $886 | $2,927-69.7% | $4,003-77.9% | $4,299-79.4% |
| Admin fee / account holder | $2,505 | $3,692-32.2% | $3,993-37.3% | $6,924-63.8% |