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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 | $27,862 | $53,063-47.5% | $124,206-77.6% | $82,637-66.3% |
| Participation rate | 47.4% | 58.4%-11.0pp | 69.6%-22.2pp | 68.1%-20.7pp |
| Annual return | 19.85% | 68.87%-49.0pp | 515.27%-495.4pp | 53.51%-33.7pp |
| Employer contribution / active EE | $661 | $1,530-56.8% | $3,540-81.3% | $2,552-74.1% |
| Participant deferral / active EE | $1,889 | $2,644-28.6% | $3,968-52.4% | $4,126-54.2% |
| Admin fee / account holder | $302 | $4,281-92.9% | $5,929-94.9% | $7,339-95.9% |