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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 | $52,353-12.6% | $120,225-61.9% | $82,448-44.5% |
| Participation rate | 29.8% | 58.3%-28.5pp | 69.6%-39.8pp | 68.1%-38.3pp |
| Annual return | 16.85% | 61.85%-45.0pp | 439.23%-422.4pp | 41.64%-24.8pp |
| Employer contribution / active EE | $384 | $1,510-74.6% | $3,475-89.0% | $2,551-85.0% |
| Participant deferral / active EE | $1,458 | $2,627-44.5% | $3,999-63.5% | $4,139-64.8% |
| Admin fee / account holder | $743 | $4,363-83.0% | $5,696-86.9% | $7,234-89.7% |