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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 | $36,243 | $52,519-31.0% | $155,789-76.7% | $59,633-39.2% |
| Participation rate | 39.0% | 61.7%-22.7pp | 76.1%-37.1pp | 68.7%-29.7pp |
| Annual return | 0.62% | 53.51%-52.9pp | 71.54%-70.9pp | 2041.45%-2040.8pp |
| Employer contribution / active EE | $664 | $1,589-58.2% | $3,839-82.7% | $2,203-69.9% |
| Participant deferral / active EE | $2,044 | $3,084-33.7% | $4,798-57.4% | $3,192-36.0% |
| Admin fee / account holder | $410 | $3,540-88.4% | $7,477-94.5% | $4,297-90.5% |