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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 | $39,700 | $56,431-29.6% | $130,788-69.6% | $87,485-54.6% |
| Participation rate | 58.3% | 58.9%-0.6pp | 70.1%-11.8pp | 68.9%-10.6pp |
| Annual return | 17.55% | 91.27%-73.7pp | 386.44%-368.9pp | 26.06%-8.5pp |
| Employer contribution / active EE | $510 | $1,549-67.1% | $3,558-85.7% | $2,596-80.3% |
| Participant deferral / active EE | $2,344 | $2,749-14.7% | $4,137-43.3% | $4,274-45.2% |
| Admin fee / account holder | $1,117 | $4,433-74.8% | $6,673-83.3% | $7,775-85.6% |