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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 | $30,584 | $58,258-47.5% | $81,820-62.6% | $80,925-62.2% |
| Participation rate | 48.4% | 63.5%-15.1pp | 72.4%-24.0pp | 67.7%-19.3pp |
| Annual return | 11.47% | 41.76%-30.3pp | 777.93%-766.5pp | 35.65%-24.2pp |
| Employer contribution / active EE | $646 | $2,345-72.5% | $2,915-77.9% | $2,756-76.6% |
| Participant deferral / active EE | $1,783 | $3,284-45.7% | $4,323-58.8% | $4,299-58.5% |
| Admin fee / account holder | $3,391 | $4,976-31.9% | $7,391-54.1% | $6,940-51.1% |