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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 | $42,311 | $48,314-12.4% | $67,561-37.4% | $80,925-47.7% |
| Participation rate | 43.9% | 66.4%-22.5pp | 72.9%-29.0pp | 67.7%-23.8pp |
| Annual return | 11.31% | 18.28%-7.0pp | 3525.44%-3514.1pp | 35.65%-24.3pp |
| Employer contribution / active EE | $369 | $2,022-81.7% | $2,735-86.5% | $2,756-86.6% |
| Participant deferral / active EE | $2,551 | $2,927-12.8% | $4,003-36.3% | $4,299-40.7% |
| Admin fee / account holder | $6,109 | $3,690+65.6% | $4,006+52.5% | $6,940-12.0% |