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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 | $34,396 | $53,837-36.1% | $75,714-54.6% | $85,847-59.9% |
| Participation rate | 68.3% | 69.1%-0.8pp | 74.8%-6.6pp | 69.3%-1.1pp |
| Annual return | 13.12% | 24.54%-11.4pp | 104.62%-91.5pp | 318.61%-305.5pp |
| Employer contribution / active EE | $858 | $2,017-57.5% | $2,744-68.7% | $2,565-66.5% |
| Participant deferral / active EE | $2,268 | $2,895-21.7% | $3,820-40.6% | $3,952-42.6% |
| Admin fee / account holder | $5,838 | $3,339+74.9% | $3,619+61.3% | $6,261-6.7% |