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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 | $24,352 | $58,258-58.2% | $81,820-70.2% | $80,925-69.9% |
| Participation rate | 48.4% | 63.5%-15.1pp | 72.4%-24.0pp | 67.7%-19.3pp |
| Annual return | 11.81% | 41.76%-30.0pp | 777.93%-766.1pp | 35.65%-23.8pp |
| Employer contribution / active EE | $819 | $2,345-65.1% | $2,915-71.9% | $2,756-70.3% |
| Participant deferral / active EE | $2,696 | $3,284-17.9% | $4,323-37.6% | $4,299-37.3% |
| Admin fee / account holder | $2,891 | $4,976-41.9% | $7,391-60.9% | $6,940-58.3% |