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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 | $32,553 | $63,342-48.6% | $92,235-64.7% | $70,131-53.6% |
| Participation rate | 45.0% | 68.7%-23.7pp | 76.5%-31.5pp | 69.5%-24.5pp |
| Annual return | 16.14% | 530.15%-514.0pp | 176.28%-160.1pp | 73.14%-57.0pp |
| Employer contribution / active EE | $538 | $2,471-78.2% | $3,679-85.4% | $2,342-77.0% |
| Participant deferral / active EE | $1,332 | $2,854-53.3% | $3,897-65.8% | $3,332-60.0% |
| Admin fee / account holder | $2,569 | $3,840-33.1% | $5,194-50.5% | $4,645-44.7% |