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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 | $45,757 | $56,431-18.9% | $130,788-65.0% | $87,485-47.7% |
| Participation rate | 29.8% | 58.9%-29.2pp | 70.1%-40.3pp | 68.9%-39.1pp |
| Annual return | 16.85% | 91.27%-74.4pp | 386.44%-369.6pp | 26.06%-9.2pp |
| Employer contribution / active EE | $384 | $1,549-75.2% | $3,558-89.2% | $2,596-85.2% |
| Participant deferral / active EE | $1,458 | $2,749-47.0% | $4,137-64.8% | $4,274-65.9% |
| Admin fee / account holder | $743 | $4,433-83.2% | $6,673-88.9% | $7,775-90.4% |