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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 | $61,125-42.9% | $94,057-62.9% | $87,485-60.1% |
| Participation rate | 39.6% | 64.1%-24.5pp | 73.3%-33.8pp | 68.9%-29.4pp |
| Annual return | 14.51% | 35.20%-20.7pp | 480.62%-466.1pp | 26.06%-11.6pp |
| Employer contribution / active EE | $256 | $2,136-88.0% | $2,933-91.3% | $2,596-90.1% |
| Participant deferral / active EE | $1,500 | $3,260-54.0% | $4,709-68.2% | $4,274-64.9% |
| Admin fee / account holder | $2,500 | $5,629-55.6% | $7,244-65.5% | $7,775-67.8% |