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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 | $47,951 | $86,288-44.4% | $111,306-56.9% | $85,851-44.1% |
| Participation rate | 31.4% | 73.3%-41.9pp | 77.3%-45.9pp | 69.3%-37.9pp |
| Annual return | 13.20% | 19.99%-6.8pp | 54.67%-41.5pp | 318.63%-305.4pp |
| Employer contribution / active EE | $657 | $2,044-67.9% | $2,732-76.0% | $2,565-74.4% |
| Participant deferral / active EE | $1,720 | $3,641-52.8% | $4,488-61.7% | $3,952-56.5% |
| Admin fee / account holder | $397 | $8,189-95.1% | $7,966-95.0% | $6,261-93.7% |