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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 | $27,958 | $49,976-44.1% | $66,674-58.1% | $82,637-66.2% |
| Participation rate | 44.6% | 63.1%-18.5pp | 73.7%-29.1pp | 68.1%-23.5pp |
| Annual return | 20.74% | 39.09%-18.4pp | 321.24%-300.5pp | 53.51%-32.8pp |
| Employer contribution / active EE | $369 | $1,988-81.5% | $2,620-85.9% | $2,552-85.6% |
| Participant deferral / active EE | $1,154 | $2,847-59.4% | $4,084-71.7% | $4,126-72.0% |
| Admin fee / account holder | $2,150 | $4,594-53.2% | $5,098-57.8% | $7,339-70.7% |