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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 | $34,435 | $58,241-40.9% | $81,780-57.9% | $80,911-57.4% |
| Participation rate | 33.3% | 63.4%-30.1pp | 72.4%-39.0pp | 67.6%-34.3pp |
| Annual return | 11.11% | 41.73%-30.6pp | 776.27%-765.2pp | 35.63%-24.5pp |
| Employer contribution / active EE | $837 | $2,343-64.3% | $2,914-71.3% | $2,756-69.6% |
| Participant deferral / active EE | $1,119 | $3,283-65.9% | $4,321-74.1% | $4,297-74.0% |
| Admin fee / account holder | $4,277 | $4,973-14.0% | $7,384-42.1% | $6,935-38.3% |