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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 | $17,619 | $48,053-63.3% | $84,637-79.2% | $72,976-75.9% |
| Participation rate | 37.5% | 57.6%-20.1pp | 68.2%-30.7pp | 69.5%-32.0pp |
| Annual return | 31.32% | 37.39%-6.1pp | 258.82%-227.5pp | 81.02%-49.7pp |
| Employer contribution / active EE | $984 | $1,602-38.5% | $2,653-62.9% | $2,440-59.7% |
| Participant deferral / active EE | $2,051 | $2,681-23.5% | $3,900-47.4% | $3,608-43.2% |
| Admin fee / account holder | $436 | $3,395-87.2% | $4,914-91.1% | $5,124-91.5% |