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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 | $30,226 | $48,011-37.0% | $63,803-52.6% | $82,637-63.4% |
| Participation rate | 55.6% | 66.6%-11.0pp | 72.7%-17.1pp | 68.1%-12.5pp |
| Annual return | 15.66% | 19.84%-4.2pp | 543.72%-528.1pp | 53.51%-37.8pp |
| Employer contribution / active EE | $825 | $1,904-56.7% | $2,532-67.4% | $2,552-67.7% |
| Participant deferral / active EE | $2,647 | $2,846-7.0% | $3,843-31.1% | $4,126-35.8% |
| Admin fee / account holder | $2,188 | $3,873-43.5% | $5,196-57.9% | $7,339-70.2% |