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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 | $41,938 | $58,258-28.0% | $81,820-48.7% | $80,925-48.2% |
| Participation rate | 9.3% | 63.5%-54.2pp | 72.4%-63.1pp | 67.7%-58.4pp |
| Annual return | 33.24% | 41.76%-8.5pp | 777.93%-744.7pp | 35.65%-2.4pp |
| Employer contribution / active EE | $427 | $2,345-81.8% | $2,915-85.3% | $2,756-84.5% |
| Participant deferral / active EE | $768 | $3,284-76.6% | $4,323-82.2% | $4,299-82.1% |
| Admin fee / account holder | $805 | $4,976-83.8% | $7,391-89.1% | $6,940-88.4% |