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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 | $31,795 | $77,908-59.2% | $149,696-78.8% | $75,173-57.7% |
| Participation rate | 47.1% | 65.6%-18.5pp | 78.8%-31.7pp | 67.2%-20.1pp |
| Annual return | 72.37% | 31.73%+40.6pp | 134.46%-62.1pp | 160.72%-88.4pp |
| Employer contribution / active EE | $1,329 | $3,138-57.7% | $4,821-72.4% | $2,671-50.3% |
| Participant deferral / active EE | $3,433 | $3,411+0.6% | $5,682-39.6% | $4,126-16.8% |
| Admin fee / account holder | $920 | $5,950-84.5% | $13,212-93.0% | $5,651-83.7% |