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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 | $32,839 | $45,900-28.5% | $94,057-65.1% | $64,340-49.0% |
| Participation rate | 51.2% | 50.6%+0.7pp | 73.3%-22.1pp | 55.2%-4.0pp |
| Annual return | 16.74% | 50.47%-33.7pp | 480.62%-463.9pp | 24.14%-7.4pp |
| Employer contribution / active EE | $412 | $1,612-74.4% | $2,933-85.9% | $1,862-77.9% |
| Participant deferral / active EE | $1,263 | $2,102-39.9% | $4,709-73.2% | $2,980-57.6% |
| Admin fee / account holder | $1,733 | $3,143-44.9% | $7,244-76.1% | $3,703-53.2% |