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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 | $33,245 | $95,406-65.2% | $185,849-82.1% | $85,847-61.3% |
| Participation rate | 41.7% | 68.8%-27.1pp | 81.7%-40.0pp | 69.3%-27.7pp |
| Annual return | 14.53% | 23.59%-9.1pp | 122.10%-107.6pp | 318.61%-304.1pp |
| Employer contribution / active EE | $452 | $3,314-86.4% | $5,169-91.3% | $2,565-82.4% |
| Participant deferral / active EE | $1,212 | $3,424-64.6% | $5,569-78.2% | $3,952-69.3% |
| Admin fee / account holder | $802 | $7,214-88.9% | $16,244-95.1% | $6,261-87.2% |