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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 | $40,517 | $95,406-57.5% | $185,849-78.2% | $85,847-52.8% |
| Participation rate | 40.3% | 68.8%-28.5pp | 81.7%-41.4pp | 69.3%-29.1pp |
| Annual return | 14.34% | 23.59%-9.3pp | 122.10%-107.8pp | 318.61%-304.3pp |
| Employer contribution / active EE | $802 | $3,314-75.8% | $5,169-84.5% | $2,565-68.7% |
| Participant deferral / active EE | $1,348 | $3,424-60.6% | $5,569-75.8% | $3,952-65.9% |
| Admin fee / account holder | $932 | $7,214-87.1% | $16,244-94.3% | $6,261-85.1% |