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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 | $34,914 | $56,431-38.1% | $130,788-73.3% | $87,485-60.1% |
| Participation rate | 57.7% | 58.9%-1.3pp | 70.1%-12.4pp | 68.9%-11.2pp |
| Annual return | 16.71% | 91.27%-74.6pp | 386.44%-369.7pp | 26.06%-9.3pp |
| Employer contribution / active EE | $451 | $1,549-70.9% | $3,558-87.3% | $2,596-82.6% |
| Participant deferral / active EE | $2,098 | $2,749-23.7% | $4,137-49.3% | $4,274-50.9% |
| Admin fee / account holder | $789 | $4,433-82.2% | $6,673-88.2% | $7,775-89.9% |