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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 | $58,275-47.5% | $81,844-62.6% | $80,935-62.2% |
| Participation rate | 48.4% | 63.5%-15.1pp | 72.4%-24.0pp | 67.7%-19.3pp |
| Annual return | 11.47% | 41.82%-30.3pp | 778.87%-767.4pp | 35.66%-24.2pp |
| Employer contribution / active EE | $646 | $2,346-72.5% | $2,916-77.9% | $2,757-76.6% |
| Participant deferral / active EE | $1,783 | $3,285-45.7% | $4,323-58.8% | $4,299-58.5% |
| Admin fee / account holder | $3,391 | $4,749-28.6% | $7,355-53.9% | $6,924-51.0% |