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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 | $45,647 | $34,316+33.0% | $74,723-38.9% | $72,976-37.4% |
| Participation rate | 26.7% | 42.4%-15.7pp | 54.5%-27.8pp | 69.5%-42.8pp |
| Annual return | 21.45% | 26.58%-5.1pp | 753.18%-731.7pp | 81.02%-59.6pp |
| Employer contribution / active EE | $193 | $692-72.1% | $1,084-82.2% | $2,440-92.1% |
| Participant deferral / active EE | $737 | $1,272-42.1% | $1,962-62.4% | $3,608-79.6% |
| Admin fee / account holder | $728 | $2,125-65.7% | $3,335-78.2% | $5,124-85.8% |