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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 | $37,773 | $58,258-35.2% | $81,820-53.8% | $80,925-53.3% |
| Participation rate | 58.6% | 63.5%-4.8pp | 72.4%-13.8pp | 67.7%-9.0pp |
| Annual return | 16.01% | 41.76%-25.7pp | 777.93%-761.9pp | 35.65%-19.6pp |
| Employer contribution / active EE | $795 | $2,345-66.1% | $2,915-72.7% | $2,756-71.2% |
| Participant deferral / active EE | $1,908 | $3,284-41.9% | $4,323-55.9% | $4,299-55.6% |
| Admin fee / account holder | $904 | $4,976-81.8% | $7,391-87.8% | $6,940-87.0% |