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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 | $37,556 | $95,406-60.6% | $185,849-79.8% | $85,847-56.3% |
| Participation rate | 61.3% | 68.8%-7.5pp | 81.7%-20.4pp | 69.3%-8.0pp |
| Annual return | 14.20% | 23.59%-9.4pp | 122.10%-107.9pp | 318.61%-304.4pp |
| Employer contribution / active EE | $817 | $3,314-75.4% | $5,169-84.2% | $2,565-68.2% |
| Participant deferral / active EE | $1,614 | $3,424-52.9% | $5,569-71.0% | $3,952-59.2% |
| Admin fee / account holder | $4,272 | $7,214-40.8% | $16,244-73.7% | $6,261-31.8% |