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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 | $36,650 | $58,311-37.1% | $81,882-55.2% | $80,959-54.7% |
| Participation rate | 34.6% | 63.5%-28.9pp | 72.4%-37.8pp | 67.7%-33.1pp |
| Annual return | 13.00% | 41.85%-28.8pp | 779.47%-766.5pp | 35.67%-22.7pp |
| Employer contribution / active EE | $797 | $2,347-66.0% | $2,916-72.7% | $2,757-71.1% |
| Participant deferral / active EE | $1,876 | $3,287-42.9% | $4,323-56.6% | $4,300-56.4% |
| Admin fee / account holder | $4,667 | $4,752-1.8% | $7,360-36.6% | $6,925-32.6% |