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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 | $39,444 | $63,346-37.7% | $92,239-57.2% | $70,124-43.8% |
| Participation rate | 37.3% | 68.7%-31.4pp | 76.5%-39.2pp | 69.5%-32.3pp |
| Annual return | 13.46% | 530.19%-516.7pp | 176.29%-162.8pp | 73.14%-59.7pp |
| Employer contribution / active EE | $530 | $2,471-78.6% | $3,680-85.6% | $2,342-77.4% |
| Participant deferral / active EE | $1,539 | $2,854-46.1% | $3,897-60.5% | $3,332-53.8% |
| Admin fee / account holder | $907 | $3,841-76.4% | $5,194-82.5% | $4,645-80.5% |