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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 | $23,911 | $58,241-58.9% | $81,780-70.8% | $80,911-70.4% |
| Participation rate | 50.0% | 63.4%-13.4pp | 72.4%-22.4pp | 67.6%-17.6pp |
| Annual return | 19.88% | 41.73%-21.8pp | 776.27%-756.4pp | 35.63%-15.7pp |
| Employer contribution / active EE | $918 | $2,343-60.8% | $2,914-68.5% | $2,756-66.7% |
| Participant deferral / active EE | $2,059 | $3,283-37.3% | $4,321-52.3% | $4,297-52.1% |
| Admin fee / account holder | $2,572 | $4,973-48.3% | $7,384-65.2% | $6,935-62.9% |