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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 | $39,529 | $63,342-37.6% | $92,236-57.1% | $70,131-43.6% |
| Participation rate | 46.2% | 68.7%-22.5pp | 76.5%-30.3pp | 69.5%-23.4pp |
| Annual return | 12.46% | 530.15%-517.7pp | 176.29%-163.8pp | 73.14%-60.7pp |
| Employer contribution / active EE | $856 | $2,471-65.4% | $3,679-76.7% | $2,342-63.5% |
| Participant deferral / active EE | $1,520 | $2,854-46.7% | $3,897-61.0% | $3,332-54.4% |
| Admin fee / account holder | $363 | $3,840-90.6% | $5,194-93.0% | $4,645-92.2% |