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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 | $33,445 | $58,258-42.6% | $81,820-59.1% | $80,925-58.7% |
| Participation rate | 34.9% | 63.5%-28.5pp | 72.4%-37.4pp | 67.7%-32.7pp |
| Annual return | 11.68% | 41.76%-30.1pp | 777.93%-766.3pp | 35.65%-24.0pp |
| Employer contribution / active EE | $981 | $2,345-58.2% | $2,915-66.4% | $2,756-64.4% |
| Participant deferral / active EE | $2,201 | $3,284-33.0% | $4,323-49.1% | $4,299-48.8% |
| Admin fee / account holder | $9,288 | $4,976+86.6% | $7,391+25.7% | $6,940+33.8% |