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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 | $36,340 | $93,345-61.1% | $119,126-69.5% | $87,485-58.5% |
| Participation rate | 38.8% | 68.7%-29.9pp | 75.8%-37.0pp | 68.9%-30.1pp |
| Annual return | 16.69% | 19.08%-2.4pp | 282.11%-265.4pp | 26.06%-9.4pp |
| Employer contribution / active EE | $1,306 | $3,172-58.8% | $4,034-67.6% | $2,596-49.7% |
| Participant deferral / active EE | $2,523 | $4,099-38.4% | $5,318-52.6% | $4,274-41.0% |
| Admin fee / account holder | $4,486 | $8,039-44.2% | $10,693-58.0% | $7,775-42.3% |