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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 | $30,829 | $47,105-34.6% | $68,368-54.9% | $67,986-54.7% |
| Participation rate | 30.5% | 51.8%-21.3pp | 73.8%-43.2pp | 57.2%-26.7pp |
| Annual return | 14.40% | 48.37%-34.0pp | 292.57%-278.2pp | 31.67%-17.3pp |
| Employer contribution / active EE | $897 | $1,859-51.8% | $2,649-66.2% | $2,019-55.6% |
| Participant deferral / active EE | $505 | $2,374-78.7% | $4,123-87.7% | $3,358-84.9% |
| Admin fee / account holder | $4,557 | $2,435+87.2% | $5,150-11.5% | $3,203+42.3% |