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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 | $35,509 | $58,311-39.1% | $81,882-56.6% | $80,959-56.1% |
| Participation rate | 20.0% | 63.5%-43.5pp | 72.4%-52.4pp | 67.7%-47.7pp |
| Annual return | 19.76% | 41.85%-22.1pp | 779.47%-759.7pp | 35.67%-15.9pp |
| Employer contribution / active EE | $584 | $2,347-75.1% | $2,916-80.0% | $2,757-78.8% |
| Participant deferral / active EE | $970 | $3,287-70.5% | $4,323-77.6% | $4,300-77.4% |
| Admin fee / account holder | $1,018 | $4,752-78.6% | $7,360-86.2% | $6,925-85.3% |