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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 | $33,598 | $45,109-25.5% | $85,240-60.6% | $77,762-56.8% |
| Participation rate | 23.9% | 48.7%-24.8pp | 67.5%-43.7pp | 70.6%-46.7pp |
| Annual return | 17.18% | 79.55%-62.4pp | 66.75%-49.6pp | 31.27%-14.1pp |
| Employer contribution / active EE | $547 | $1,602-65.9% | $2,735-80.0% | $2,728-80.0% |
| Participant deferral / active EE | $1,320 | $2,814-53.1% | $4,527-70.8% | $4,651-71.6% |
| Admin fee / account holder | $362 | $915-60.4% | $6,165-94.1% | $433-16.3% |