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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 | $33,948 | $58,311-41.8% | $81,882-58.5% | $80,959-58.1% |
| Participation rate | 39.0% | 63.5%-24.5pp | 72.4%-33.4pp | 67.7%-28.6pp |
| Annual return | 15.15% | 41.85%-26.7pp | 779.47%-764.3pp | 35.67%-20.5pp |
| Employer contribution / active EE | $998 | $2,347-57.5% | $2,916-65.8% | $2,757-63.8% |
| Participant deferral / active EE | $2,435 | $3,287-25.9% | $4,323-43.7% | $4,300-43.4% |
| Admin fee / account holder | $2,908 | $4,752-38.8% | $7,360-60.5% | $6,925-58.0% |