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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 | $38,655 | $77,416-50.1% | $69,464-44.4% | $152,897-74.7% |
| Participation rate | 57.1% | 78.1%-20.9pp | 74.6%-17.5pp | 82.5%-25.3pp |
| Annual return | 21.00% | 39.08%-18.1pp | 28.98%-8.0pp | 345.43%-324.4pp |
| Employer contribution / active EE | $442 | $3,315-86.7% | $2,779-84.1% | $4,764-90.7% |
| Participant deferral / active EE | $1,383 | $4,413-68.7% | $3,536-60.9% | $5,851-76.4% |
| Admin fee / account holder | $15,592 | $6,208+151.2% | $3,840+306.0% | $11,599+34.4% |