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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 | $41,001 | $100,139-59.1% | $85,187-51.9% | $145,884-71.9% |
| Participation rate | 27.3% | 74.1%-46.8pp | 67.5%-40.2pp | 80.3%-53.0pp |
| Annual return | 14.22% | 84.15%-69.9pp | 66.67%-52.4pp | 551.85%-537.6pp |
| Employer contribution / active EE | $481 | $3,238-85.2% | $2,732-82.4% | $4,662-89.7% |
| Participant deferral / active EE | $1,919 | $5,296-63.8% | $4,525-57.6% | $6,690-71.3% |
| Admin fee / account holder | $349 | $7,262-95.2% | $6,162-94.3% | $13,392-97.4% |