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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 | $30,862 | $85,171-63.8% | $172,752-82.1% | $72,975-57.7% |
| Participation rate | 46.7% | 70.1%-23.4pp | 82.6%-36.0pp | 69.5%-22.8pp |
| Annual return | 35.49% | 27.32%+8.2pp | 802.97%-767.5pp | 81.01%-45.5pp |
| Employer contribution / active EE | $813 | $3,324-75.5% | $5,144-84.2% | $2,440-66.7% |
| Participant deferral / active EE | $2,896 | $3,260-11.2% | $5,198-44.3% | $3,608-19.7% |
| Admin fee / account holder | $303 | $5,880-94.8% | $13,955-97.8% | $5,124-94.1% |