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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 | $49,976-31.0% | $66,674-48.3% | $82,637-58.3% |
| Participation rate | 63.6% | 63.1%+0.5pp | 73.7%-10.0pp | 68.1%-4.4pp |
| Annual return | 22.59% | 39.09%-16.5pp | 321.24%-298.6pp | 53.51%-30.9pp |
| Employer contribution / active EE | $819 | $1,988-58.8% | $2,620-68.7% | $2,552-67.9% |
| Participant deferral / active EE | $2,212 | $2,847-22.3% | $4,084-45.8% | $4,126-46.4% |
| Admin fee / account holder | $441 | $4,594-90.4% | $5,098-91.3% | $7,339-94.0% |