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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 | $34,923 | $51,638-32.4% | $68,368-48.9% | $82,448-57.6% |
| Participation rate | 39.6% | 63.6%-24.0pp | 73.8%-34.2pp | 68.1%-28.5pp |
| Annual return | 14.51% | 37.53%-23.0pp | 292.57%-278.1pp | 41.64%-27.1pp |
| Employer contribution / active EE | $256 | $2,047-87.5% | $2,649-90.3% | $2,551-90.0% |
| Participant deferral / active EE | $1,500 | $2,914-48.5% | $4,123-63.6% | $4,139-63.8% |
| Admin fee / account holder | $2,500 | $4,643-46.2% | $5,150-51.4% | $7,234-65.4% |