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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 | $34,706 | $53,128-34.7% | $86,581-59.9% | $70,124-50.5% |
| Participation rate | 40.8% | 65.3%-24.5pp | 73.5%-32.7pp | 69.5%-28.7pp |
| Annual return | 15.06% | 27.66%-12.6pp | 965.06%-950.0pp | 73.14%-58.1pp |
| Employer contribution / active EE | $620 | $2,068-70.0% | $2,840-78.2% | $2,342-73.5% |
| Participant deferral / active EE | $960 | $2,695-64.4% | $3,609-73.4% | $3,332-71.2% |
| Admin fee / account holder | $3,039 | $3,584-15.2% | $4,904-38.0% | $4,645-34.6% |