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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 | $32,333 | $58,275-44.5% | $81,844-60.5% | $80,935-60.1% |
| Participation rate | 32.6% | 63.5%-30.9pp | 72.4%-39.8pp | 67.7%-35.1pp |
| Annual return | 16.78% | 41.82%-25.0pp | 778.87%-762.1pp | 35.66%-18.9pp |
| Employer contribution / active EE | $907 | $2,346-61.3% | $2,916-68.9% | $2,757-67.1% |
| Participant deferral / active EE | $2,341 | $3,285-28.7% | $4,323-45.8% | $4,299-45.5% |
| Admin fee / account holder | $2,138 | $4,749-55.0% | $7,355-70.9% | $6,924-69.1% |