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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 | $58,241-41.8% | $81,780-58.5% | $80,911-58.1% |
| Participation rate | 48.1% | 63.4%-15.3pp | 72.4%-24.2pp | 67.6%-19.5pp |
| Annual return | 23.78% | 41.73%-17.9pp | 776.27%-752.5pp | 35.63%-11.8pp |
| Employer contribution / active EE | $800 | $2,343-65.9% | $2,914-72.5% | $2,756-71.0% |
| Participant deferral / active EE | $1,748 | $3,283-46.7% | $4,321-59.5% | $4,297-59.3% |
| Admin fee / account holder | $3,684 | $4,973-25.9% | $7,384-50.1% | $6,935-46.9% |