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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 | $30,942 | $58,311-46.9% | $81,882-62.2% | $80,959-61.8% |
| Participation rate | 40.0% | 63.5%-23.5pp | 72.4%-32.4pp | 67.7%-27.7pp |
| Annual return | 11.37% | 41.85%-30.5pp | 779.47%-768.1pp | 35.67%-24.3pp |
| Employer contribution / active EE | $926 | $2,347-60.6% | $2,916-68.3% | $2,757-66.4% |
| Participant deferral / active EE | $1,998 | $3,287-39.2% | $4,323-53.8% | $4,300-53.5% |
| Admin fee / account holder | $3,998 | $4,752-15.9% | $7,360-45.7% | $6,925-42.3% |