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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 | $34,473 | $51,638-33.2% | $68,368-49.6% | $82,448-58.2% |
| Participation rate | 63.6% | 63.6%0pp | 73.8%-10.1pp | 68.1%-4.4pp |
| Annual return | 22.59% | 37.53%-14.9pp | 292.57%-270.0pp | 41.64%-19.0pp |
| Employer contribution / active EE | $819 | $2,047-60.0% | $2,649-69.1% | $2,551-67.9% |
| Participant deferral / active EE | $2,212 | $2,914-24.1% | $4,123-46.4% | $4,139-46.6% |
| Admin fee / account holder | $441 | $4,643-90.5% | $5,150-91.4% | $7,234-93.9% |