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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 | $31,592 | $58,241-45.8% | $81,780-61.4% | $80,911-61.0% |
| Participation rate | 39.5% | 63.4%-24.0pp | 72.4%-32.9pp | 67.6%-28.2pp |
| Annual return | 20.97% | 41.73%-20.8pp | 776.27%-755.3pp | 35.63%-14.7pp |
| Employer contribution / active EE | $694 | $2,343-70.4% | $2,914-76.2% | $2,756-74.8% |
| Participant deferral / active EE | $1,876 | $3,283-42.8% | $4,321-56.6% | $4,297-56.3% |
| Admin fee / account holder | $609 | $4,973-87.7% | $7,384-91.7% | $6,935-91.2% |