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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 | $33,412 | $127,296-73.8% | $109,907-69.6% | $167,536-80.1% |
| Participation rate | 27.8% | 77.9%-50.1pp | 74.2%-46.4pp | 82.1%-54.3pp |
| Annual return | 16.57% | 22.97%-6.4pp | 29.46%-12.9pp | 478.82%-462.2pp |
| Employer contribution / active EE | $556 | $3,325-83.3% | $2,844-80.5% | $4,839-88.5% |
| Participant deferral / active EE | $822 | $4,513-81.8% | $4,047-79.7% | $6,342-87.0% |
| Admin fee / account holder | $1,057 | $7,119-85.2% | $6,069-82.6% | $12,315-91.4% |