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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 | $38,827 | $70,684-45.1% | $169,390-77.1% | $75,173-48.3% |
| Participation rate | 37.5% | 64.8%-27.3pp | 77.2%-39.7pp | 67.2%-29.7pp |
| Annual return | 15.44% | 36.38%-20.9pp | 406.07%-390.6pp | 160.72%-145.3pp |
| Employer contribution / active EE | $597 | $2,211-73.0% | $4,013-85.1% | $2,671-77.7% |
| Participant deferral / active EE | $1,414 | $4,310-67.2% | $6,222-77.3% | $4,126-65.7% |
| Admin fee / account holder | $3,317 | $5,404-38.6% | $9,015-63.2% | $5,651-41.3% |