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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 | $34,597 | $95,406-63.7% | $185,849-81.4% | $85,847-59.7% |
| Participation rate | 32.0% | 68.8%-36.8pp | 81.7%-49.7pp | 69.3%-37.3pp |
| Annual return | 23.43% | 23.59%-0.2pp | 122.10%-98.7pp | 318.61%-295.2pp |
| Employer contribution / active EE | $572 | $3,314-82.8% | $5,169-88.9% | $2,565-77.7% |
| Participant deferral / active EE | $1,441 | $3,424-57.9% | $5,569-74.1% | $3,952-63.5% |
| Admin fee / account holder | $4,999 | $7,214-30.7% | $16,244-69.2% | $6,261-20.2% |