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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 | $27,039 | $49,891-45.8% | $80,607-66.5% | $75,181-64.0% |
| Participation rate | 29.4% | 55.3%-25.9pp | 67.0%-37.6pp | 67.2%-37.8pp |
| Annual return | 14.76% | 34.67%-19.9pp | 936.11%-921.4pp | 160.69%-145.9pp |
| Employer contribution / active EE | $984 | $1,698-42.1% | $2,724-63.9% | $2,671-63.2% |
| Participant deferral / active EE | $1,636 | $2,991-45.3% | $4,448-63.2% | $4,126-60.3% |
| Admin fee / account holder | $3,005 | $3,578-16.0% | $5,379-44.1% | $5,650-46.8% |