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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 | $29,264 | $61,125-52.1% | $94,057-68.9% | $87,485-66.5% |
| Participation rate | 45.5% | 64.1%-18.6pp | 73.3%-27.9pp | 68.9%-23.5pp |
| Annual return | 20.95% | 35.20%-14.2pp | 480.62%-459.7pp | 26.06%-5.1pp |
| Employer contribution / active EE | $768 | $2,136-64.1% | $2,933-73.8% | $2,596-70.4% |
| Participant deferral / active EE | $1,960 | $3,260-39.9% | $4,709-58.4% | $4,274-54.1% |
| Admin fee / account holder | $1,744 | $5,629-69.0% | $7,244-75.9% | $7,775-77.6% |