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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 | $58,311-15.3% | $81,882-39.7% | $80,959-39.0% |
| Participation rate | 35.6% | 63.5%-27.9pp | 72.4%-36.8pp | 67.7%-32.1pp |
| Annual return | 10.91% | 41.85%-30.9pp | 779.47%-768.6pp | 35.67%-24.8pp |
| Employer contribution / active EE | $652 | $2,347-72.2% | $2,916-77.7% | $2,757-76.4% |
| Participant deferral / active EE | $2,014 | $3,287-38.7% | $4,323-53.4% | $4,300-53.2% |
| Admin fee / account holder | $1,586 | $4,752-66.6% | $7,360-78.5% | $6,925-77.1% |