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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 | $36,986 | $61,356-39.7% | $149,696-75.3% | $71,511-48.3% |
| Participation rate | 37.6% | 62.5%-24.9pp | 78.8%-41.2pp | 67.9%-30.3pp |
| Annual return | 0.00% | 35.86%-35.9pp | 134.46%-134.5pp | 28.86%-28.9pp |
| Employer contribution / active EE | $1,022 | $2,382-57.1% | $4,821-78.8% | $2,589-60.5% |
| Participant deferral / active EE | $2,269 | $2,920-22.3% | $5,682-60.1% | $4,291-47.1% |
| Admin fee / account holder | $629 | $1,263-50.2% | $13,212-95.2% | $1,588-60.4% |