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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 | $33,030 | $69,248-52.3% | $64,101-48.5% | $139,466-76.3% |
| Participation rate | 31.3% | 75.6%-44.3pp | 72.3%-41.1pp | 80.3%-49.1pp |
| Annual return | 16.28% | 45.95%-29.7pp | 33.72%-17.4pp | 373.66%-357.4pp |
| Employer contribution / active EE | $1,692 | $3,185-46.9% | $2,749-38.5% | $4,754-64.4% |
| Participant deferral / active EE | $2,949 | $4,682-37.0% | $3,881-24.0% | $6,712-56.1% |
| Admin fee / account holder | $1,629 | $4,247-61.7% | $3,070-47.0% | $11,409-85.7% |