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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 | $33,790 | $58,311-42.1% | $81,882-58.7% | $80,959-58.3% |
| Participation rate | 38.7% | 63.5%-24.8pp | 72.4%-33.7pp | 67.7%-29.0pp |
| Annual return | 19.90% | 41.85%-22.0pp | 779.47%-759.6pp | 35.67%-15.8pp |
| Employer contribution / active EE | $999 | $2,347-57.4% | $2,916-65.8% | $2,757-63.8% |
| Participant deferral / active EE | $2,598 | $3,287-21.0% | $4,323-39.9% | $4,300-39.6% |
| Admin fee / account holder | $878 | $4,752-81.5% | $7,360-88.1% | $6,925-87.3% |