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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 | $33,799 | $53,128-36.4% | $86,582-61.0% | $70,126-51.8% |
| Participation rate | 46.3% | 65.3%-19.0pp | 73.5%-27.3pp | 69.5%-23.2pp |
| Annual return | 15.95% | 27.66%-11.7pp | 965.08%-949.1pp | 73.15%-57.2pp |
| Employer contribution / active EE | $336 | $2,068-83.7% | $2,839-88.2% | $2,343-85.6% |
| Participant deferral / active EE | $3,324 | $2,695+23.3% | $3,609-7.9% | $3,332-0.2% |
| Admin fee / account holder | $1,718 | $3,584-52.1% | $4,904-65.0% | $4,645-63.0% |