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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 | $58,275-40.9% | $81,844-57.9% | $80,935-57.5% |
| Participation rate | 33.3% | 63.5%-30.1pp | 72.4%-39.0pp | 67.7%-34.3pp |
| Annual return | 11.11% | 41.82%-30.7pp | 778.87%-767.8pp | 35.66%-24.5pp |
| Employer contribution / active EE | $837 | $2,346-64.3% | $2,916-71.3% | $2,757-69.6% |
| Participant deferral / active EE | $1,119 | $3,285-65.9% | $4,323-74.1% | $4,299-74.0% |
| Admin fee / account holder | $4,277 | $4,749-9.9% | $7,355-41.8% | $6,924-38.2% |