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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 | $37,947 | $56,197-32.5% | $67,652-43.9% | $59,633-36.4% |
| Participation rate | 41.2% | 71.5%-30.3pp | 75.7%-34.5pp | 68.7%-27.5pp |
| Annual return | 3.27% | 18508.10%-18504.8pp | 6625.40%-6622.1pp | 2041.45%-2038.2pp |
| Employer contribution / active EE | $463 | $1,615-71.3% | $2,266-79.6% | $2,203-79.0% |
| Participant deferral / active EE | $1,591 | $2,844-44.0% | $3,560-55.3% | $3,192-50.1% |
| Admin fee / account holder | $1,779 | $3,958-55.0% | $4,821-63.1% | $4,297-58.6% |