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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 | $28,798 | $34,316-16.1% | $74,722-61.5% | $72,975-60.5% |
| Participation rate | 19.0% | 42.4%-23.4pp | 54.5%-35.4pp | 69.5%-50.4pp |
| Annual return | 24.31% | 26.58%-2.3pp | 753.11%-728.8pp | 81.01%-56.7pp |
| Employer contribution / active EE | $439 | $692-36.5% | $1,084-59.5% | $2,440-82.0% |
| Participant deferral / active EE | $1,301 | $1,272+2.3% | $1,963-33.7% | $3,608-63.9% |
| Admin fee / account holder | $1,229 | $2,125-42.2% | $3,335-63.1% | $5,124-76.0% |