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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 | $37,277 | $51,184-27.2% | $66,439-43.9% | $86,983-57.1% |
| Participation rate | 41.7% | 68.5%-26.8pp | 74.5%-32.8pp | 69.5%-27.9pp |
| Annual return | 15.93% | 17.07%-1.1pp | 757.66%-741.7pp | 25.83%-9.9pp |
| Employer contribution / active EE | $454 | $2,023-77.5% | $2,637-82.8% | $2,584-82.4% |
| Participant deferral / active EE | $1,404 | $2,927-52.0% | $3,876-63.8% | $4,194-66.5% |
| Admin fee / account holder | $1,477 | $4,154-64.4% | $6,173-76.1% | $7,856-81.2% |