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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 | $34,889 | $55,437-37.1% | $155,534-77.6% | $74,459-53.1% |
| Participation rate | 46.2% | 61.9%-15.7pp | 78.2%-32.1pp | 67.2%-21.1pp |
| Annual return | 13.54% | 269.58%-256.0pp | 64.92%-51.4pp | 1369.70%-1356.2pp |
| Employer contribution / active EE | $440 | $2,266-80.6% | $4,675-90.6% | $2,626-83.2% |
| Participant deferral / active EE | $1,361 | $2,837-52.0% | $5,630-75.8% | $4,350-68.7% |
| Admin fee / account holder | $1,195 | $1,742-31.4% | $15,900-92.5% | $1,945-38.6% |