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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 | $35,878 | $80,812-55.6% | $160,784-77.7% | $82,448-56.5% |
| Participation rate | 36.0% | 66.2%-30.2pp | 77.0%-41.0pp | 68.1%-32.1pp |
| Annual return | 17.16% | 100.59%-83.4pp | 1803.92%-1786.8pp | 41.64%-24.5pp |
| Employer contribution / active EE | $738 | $2,174-66.0% | $3,733-80.2% | $2,551-71.1% |
| Participant deferral / active EE | $5,933 | $4,335+36.9% | $6,293-5.7% | $4,139+43.3% |
| Admin fee / account holder | $2,802 | $7,695-63.6% | $9,717-71.2% | $7,234-61.3% |