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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 | $30,173 | $52,353-42.4% | $120,225-74.9% | $82,448-63.4% |
| Participation rate | 35.8% | 58.3%-22.5pp | 69.6%-33.8pp | 68.1%-32.2pp |
| Annual return | 18.17% | 61.85%-43.7pp | 439.23%-421.1pp | 41.64%-23.5pp |
| Employer contribution / active EE | $613 | $1,510-59.4% | $3,475-82.4% | $2,551-76.0% |
| Participant deferral / active EE | $1,224 | $2,627-53.4% | $3,999-69.4% | $4,139-70.4% |
| Admin fee / account holder | $1,232 | $4,363-71.8% | $5,696-78.4% | $7,234-83.0% |