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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 | $31,285 | $48,314-35.2% | $67,561-53.7% | $80,925-61.3% |
| Participation rate | 49.1% | 66.4%-17.3pp | 72.9%-23.8pp | 67.7%-18.6pp |
| Annual return | 16.67% | 18.28%-1.6pp | 3525.44%-3508.8pp | 35.65%-19.0pp |
| Employer contribution / active EE | $641 | $2,022-68.3% | $2,735-76.5% | $2,756-76.7% |
| Participant deferral / active EE | $1,118 | $2,927-61.8% | $4,003-72.1% | $4,299-74.0% |
| Admin fee / account holder | $1,985 | $3,690-46.2% | $4,006-50.5% | $6,940-71.4% |