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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 | $40,968 | $56,431-27.4% | $130,788-68.7% | $87,485-53.2% |
| Participation rate | 27.9% | 58.9%-31.0pp | 70.1%-42.2pp | 68.9%-41.0pp |
| Annual return | 13.22% | 91.27%-78.1pp | 386.44%-373.2pp | 26.06%-12.8pp |
| Employer contribution / active EE | $627 | $1,549-59.5% | $3,558-82.4% | $2,596-75.9% |
| Participant deferral / active EE | $1,813 | $2,749-34.0% | $4,137-56.2% | $4,274-57.6% |
| Admin fee / account holder | $5,795 | $4,433+30.7% | $6,673-13.2% | $7,775-25.5% |