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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 | $34,225 | $34,316-0.3% | $74,723-54.2% | $72,976-53.1% |
| Participation rate | 13.5% | 42.4%-28.9pp | 54.5%-40.9pp | 69.5%-56.0pp |
| Annual return | 23.66% | 26.58%-2.9pp | 753.18%-729.5pp | 81.02%-57.4pp |
| Employer contribution / active EE | $358 | $692-48.3% | $1,084-67.0% | $2,440-85.3% |
| Participant deferral / active EE | $504 | $1,272-60.4% | $1,962-74.3% | $3,608-86.0% |
| Admin fee / account holder | $2,246 | $2,125+5.7% | $3,335-32.6% | $5,124-56.2% |