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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 | $37,819 | $67,823-44.2% | $52,425-27.9% | $137,256-72.4% |
| Participation rate | 28.6% | 63.9%-35.3pp | 55.6%-27.1pp | 80.0%-51.4pp |
| Annual return | 15.85% | 219.11%-203.3pp | 302.12%-286.3pp | 220.34%-204.5pp |
| Employer contribution / active EE | $544 | $1,163-53.2% | $914-40.5% | $4,156-86.9% |
| Participant deferral / active EE | $1,019 | $2,288-55.5% | $1,790-43.1% | $6,407-84.1% |
| Admin fee / account holder | $380 | $2,844-86.7% | $2,495-84.8% | $12,270-96.9% |