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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 | $37,648 | $41,150-8.5% | $80,627-53.3% | $71,511-47.4% |
| Participation rate | 17.0% | 50.3%-33.3pp | 67.0%-50.0pp | 67.9%-51.0pp |
| Annual return | 17.28% | 38.48%-21.2pp | 936.76%-919.5pp | 28.86%-11.6pp |
| Employer contribution / active EE | $408 | $1,515-73.1% | $2,723-85.0% | $2,589-84.2% |
| Participant deferral / active EE | $713 | $2,701-73.6% | $4,443-84.0% | $4,291-83.4% |
| Admin fee / account holder | $853 | $1,841-53.7% | $5,381-84.1% | $1,588-46.3% |