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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 | $24,341 | $47,479-48.7% | $62,929-61.3% | $82,448-70.5% |
| Participation rate | 36.8% | 66.9%-30.0pp | 73.1%-36.3pp | 68.1%-31.2pp |
| Annual return | 20.53% | 20.34%+0.2pp | 1063.93%-1043.4pp | 41.64%-21.1pp |
| Employer contribution / active EE | $839 | $1,885-55.5% | $2,505-66.5% | $2,551-67.1% |
| Participant deferral / active EE | $2,124 | $2,870-26.0% | $3,888-45.4% | $4,139-48.7% |
| Admin fee / account holder | $1,769 | $3,804-53.5% | $5,065-65.1% | $7,234-75.5% |