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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 | $35,722 | $66,444-46.2% | $120,225-70.3% | $79,634-55.1% |
| Participation rate | 36.8% | 42.8%-6.0pp | 69.6%-32.8pp | 62.5%-25.7pp |
| Annual return | 19.24% | 53.37%-34.1pp | 439.23%-420.0pp | 36.46%-17.2pp |
| Employer contribution / active EE | $1,020 | $1,860-45.2% | $3,475-70.6% | $2,529-59.7% |
| Participant deferral / active EE | $1,761 | $2,798-37.0% | $3,999-56.0% | $3,835-54.1% |
| Admin fee / account holder | $495 | $1,295-61.8% | $5,696-91.3% | $1,002-50.6% |