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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 | $35,570 | $51,649-31.1% | $124,206-71.4% | $64,097-44.5% |
| Participation rate | 26.6% | 45.2%-18.6pp | 69.6%-43.0pp | 55.2%-28.6pp |
| Annual return | 17.43% | 19.98%-2.6pp | 515.27%-497.8pp | 34.64%-17.2pp |
| Employer contribution / active EE | $679 | $1,057-35.8% | $3,540-80.8% | $1,891-64.1% |
| Participant deferral / active EE | $1,255 | $2,165-42.0% | $3,968-68.4% | $3,080-59.3% |
| Admin fee / account holder | $690 | $4,237-83.7% | $5,929-88.4% | $3,454-80.0% |