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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 | $33,820 | $51,184-33.9% | $66,439-49.1% | $86,983-61.1% |
| Participation rate | 52.1% | 68.5%-16.4pp | 74.5%-22.4pp | 69.5%-17.4pp |
| Annual return | 11.40% | 17.07%-5.7pp | 757.66%-746.3pp | 25.83%-14.4pp |
| Employer contribution / active EE | $481 | $2,023-76.2% | $2,637-81.8% | $2,584-81.4% |
| Participant deferral / active EE | $2,412 | $2,927-17.6% | $3,876-37.8% | $4,194-42.5% |
| Admin fee / account holder | $1,436 | $4,154-65.4% | $6,173-76.7% | $7,856-81.7% |