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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 | $36,794 | $58,275-36.9% | $81,844-55.0% | $80,935-54.5% |
| Participation rate | 28.3% | 63.5%-35.2pp | 72.4%-44.1pp | 67.7%-39.4pp |
| Annual return | 22.27% | 41.82%-19.5pp | 778.87%-756.6pp | 35.66%-13.4pp |
| Employer contribution / active EE | $531 | $2,346-77.4% | $2,916-81.8% | $2,757-80.8% |
| Participant deferral / active EE | $2,682 | $3,285-18.4% | $4,323-38.0% | $4,299-37.6% |
| Admin fee / account holder | $2,044 | $4,749-57.0% | $7,355-72.2% | $6,924-70.5% |