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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 | $36,135 | $51,638-30.0% | $68,368-47.1% | $82,448-56.2% |
| Participation rate | 19.5% | 63.6%-44.1pp | 73.8%-54.2pp | 68.1%-48.6pp |
| Annual return | 18.36% | 37.53%-19.2pp | 292.57%-274.2pp | 41.64%-23.3pp |
| Employer contribution / active EE | $569 | $2,047-72.2% | $2,649-78.5% | $2,551-77.7% |
| Participant deferral / active EE | $1,090 | $2,914-62.6% | $4,123-73.6% | $4,139-73.7% |
| Admin fee / account holder | $2,268 | $4,643-51.2% | $5,150-56.0% | $7,234-68.7% |