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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 | $33,912 | $58,311-41.8% | $81,882-58.6% | $80,959-58.1% |
| Participation rate | 48.1% | 63.5%-15.3pp | 72.4%-24.2pp | 67.7%-19.5pp |
| Annual return | 23.78% | 41.85%-18.1pp | 779.47%-755.7pp | 35.67%-11.9pp |
| Employer contribution / active EE | $800 | $2,347-65.9% | $2,916-72.6% | $2,757-71.0% |
| Participant deferral / active EE | $1,748 | $3,287-46.8% | $4,323-59.6% | $4,300-59.4% |
| Admin fee / account holder | $3,684 | $4,752-22.5% | $7,360-49.9% | $6,925-46.8% |