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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 | $45,049 | $58,275-22.7% | $81,844-45.0% | $80,935-44.3% |
| Participation rate | 34.2% | 63.5%-29.3pp | 72.4%-38.2pp | 67.7%-33.5pp |
| Annual return | 11.79% | 41.82%-30.0pp | 778.87%-767.1pp | 35.66%-23.9pp |
| Employer contribution / active EE | $950 | $2,346-59.5% | $2,916-67.4% | $2,757-65.5% |
| Participant deferral / active EE | $2,096 | $3,285-36.2% | $4,323-51.5% | $4,299-51.3% |
| Admin fee / account holder | $1,307 | $4,749-72.5% | $7,355-82.2% | $6,924-81.1% |