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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 | $38,844 | $49,896-22.2% | $80,627-51.8% | $75,173-48.3% |
| Participation rate | 19.0% | 55.3%-36.3pp | 67.0%-48.0pp | 67.2%-48.2pp |
| Annual return | 20.22% | 34.67%-14.4pp | 936.76%-916.5pp | 160.72%-140.5pp |
| Employer contribution / active EE | $508 | $1,699-70.1% | $2,723-81.4% | $2,671-81.0% |
| Participant deferral / active EE | $1,280 | $2,992-57.2% | $4,443-71.2% | $4,126-69.0% |
| Admin fee / account holder | $383 | $3,578-89.3% | $5,381-92.9% | $5,651-93.2% |