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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 | $39,502 | $85,171-53.6% | $172,753-77.1% | $72,976-45.9% |
| Participation rate | 48.6% | 70.1%-21.5pp | 82.6%-34.0pp | 69.5%-20.9pp |
| Annual return | 18.82% | 27.32%-8.5pp | 803.00%-784.2pp | 81.02%-62.2pp |
| Employer contribution / active EE | $592 | $3,324-82.2% | $5,144-88.5% | $2,440-75.7% |
| Participant deferral / active EE | $1,343 | $3,260-58.8% | $5,198-74.2% | $3,608-62.8% |
| Admin fee / account holder | $1,005 | $5,880-82.9% | $13,956-92.8% | $5,124-80.4% |