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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 | $61,125-40.9% | $94,057-61.6% | $87,485-58.7% |
| Participation rate | 19.5% | 64.1%-44.6pp | 73.3%-53.8pp | 68.9%-49.4pp |
| Annual return | 18.36% | 35.20%-16.8pp | 480.62%-462.3pp | 26.06%-7.7pp |
| Employer contribution / active EE | $569 | $2,136-73.4% | $2,933-80.6% | $2,596-78.1% |
| Participant deferral / active EE | $1,090 | $3,260-66.6% | $4,709-76.9% | $4,274-74.5% |
| Admin fee / account holder | $2,268 | $5,629-59.7% | $7,244-68.7% | $7,775-70.8% |