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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 | $36,999 | $53,128-30.4% | $86,581-57.3% | $70,124-47.2% |
| Participation rate | 55.2% | 65.3%-10.1pp | 73.5%-18.4pp | 69.5%-14.4pp |
| Annual return | 14.40% | 27.66%-13.3pp | 965.06%-950.7pp | 73.14%-58.7pp |
| Employer contribution / active EE | $771 | $2,068-62.7% | $2,840-72.8% | $2,342-67.1% |
| Participant deferral / active EE | $1,594 | $2,695-40.8% | $3,609-55.8% | $3,332-52.1% |
| Admin fee / account holder | $924 | $3,584-74.2% | $4,904-81.2% | $4,645-80.1% |