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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 | $39,688 | $34,316+15.7% | $74,723-46.9% | $72,976-45.6% |
| Participation rate | 37.5% | 42.4%-4.9pp | 54.5%-17.0pp | 69.5%-32.0pp |
| Annual return | 20.18% | 26.58%-6.4pp | 753.18%-733.0pp | 81.02%-60.8pp |
| Employer contribution / active EE | $210 | $692-69.7% | $1,084-80.6% | $2,440-91.4% |
| Participant deferral / active EE | $736 | $1,272-42.1% | $1,962-62.5% | $3,608-79.6% |
| Admin fee / account holder | $1,278 | $2,125-39.9% | $3,335-61.7% | $5,124-75.1% |