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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 | $38,919 | $83,337-53.3% | $67,834-42.6% | $273,972-85.8% |
| Participation rate | 57.9% | 76.4%-18.5pp | 68.8%-10.9pp | 83.0%-25.1pp |
| Annual return | 3.86% | 259.45%-255.6pp | 138.47%-134.6pp | 41.46%-37.6pp |
| Employer contribution / active EE | $656 | $3,287-80.0% | $2,403-72.7% | $4,869-86.5% |
| Participant deferral / active EE | $2,491 | $4,088-39.1% | $3,160-21.2% | $5,287-52.9% |
| Admin fee / account holder | $3,979 | $6,752-41.1% | $4,622-13.9% | $10,133-60.7% |