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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 | $58,311-58.2% | $81,882-70.3% | $80,959-69.9% |
| Participation rate | 48.4% | 63.5%-15.1pp | 72.4%-24.0pp | 67.7%-19.3pp |
| Annual return | 11.81% | 41.85%-30.0pp | 779.47%-767.7pp | 35.67%-23.9pp |
| Employer contribution / active EE | $819 | $2,347-65.1% | $2,916-71.9% | $2,757-70.3% |
| Participant deferral / active EE | $2,696 | $3,287-18.0% | $4,323-37.6% | $4,300-37.3% |
| Admin fee / account holder | $2,891 | $4,752-39.2% | $7,360-60.7% | $6,925-58.3% |