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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 | $58,241-37.1% | $81,780-55.2% | $80,911-54.7% |
| Participation rate | 34.6% | 63.4%-28.8pp | 72.4%-37.7pp | 67.6%-33.0pp |
| Annual return | 13.00% | 41.73%-28.7pp | 776.27%-763.3pp | 35.63%-22.6pp |
| Employer contribution / active EE | $797 | $2,343-66.0% | $2,914-72.6% | $2,756-71.1% |
| Participant deferral / active EE | $1,876 | $3,283-42.9% | $4,321-56.6% | $4,297-56.3% |
| Admin fee / account holder | $4,667 | $4,973-6.2% | $7,384-36.8% | $6,935-32.7% |