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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 | $36,502 | $64,324-43.3% | $118,946-69.3% | $79,852-54.3% |
| Participation rate | 55.8% | 64.9%-9.0pp | 75.4%-19.5pp | 69.6%-13.8pp |
| Annual return | 16.14% | 86.45%-70.3pp | 35.89%-19.7pp | 31.72%-15.6pp |
| Employer contribution / active EE | $559 | $1,836-69.5% | $3,263-82.9% | $2,471-77.4% |
| Participant deferral / active EE | $3,215 | $2,824+13.8% | $4,266-24.6% | $3,740-14.1% |
| Admin fee / account holder | $1,151 | $4,040-71.5% | $6,581-82.5% | $5,306-78.3% |