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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 | $49,386 | $58,258-15.2% | $81,820-39.6% | $80,925-39.0% |
| Participation rate | 35.6% | 63.5%-27.8pp | 72.4%-36.8pp | 67.7%-32.0pp |
| Annual return | 10.91% | 41.76%-30.9pp | 777.93%-767.0pp | 35.65%-24.7pp |
| Employer contribution / active EE | $652 | $2,345-72.2% | $2,915-77.6% | $2,756-76.4% |
| Participant deferral / active EE | $2,014 | $3,284-38.7% | $4,323-53.4% | $4,299-53.2% |
| Admin fee / account holder | $1,586 | $4,976-68.1% | $7,391-78.5% | $6,940-77.2% |