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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 | $74,093 | $99,652-25.6% | $78,778-5.9% | $147,586-49.8% |
| Participation rate | 33.3% | 76.2%-42.9pp | 69.2%-35.9pp | 82.8%-49.5pp |
| Annual return | 20.98% | 47.28%-26.3pp | 35.62%-14.6pp | 578.59%-557.6pp |
| Employer contribution / active EE | $415 | $2,796-85.1% | $1,986-79.1% | $4,876-91.5% |
| Participant deferral / active EE | $831 | $3,664-77.3% | $2,958-71.9% | $5,439-84.7% |
| Admin fee / account holder | $2,483 | $7,155-65.3% | $5,134-51.6% | $10,886-77.2% |