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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 | $32,849 | $52,353-37.3% | $120,225-72.7% | $82,448-60.2% |
| Participation rate | 28.9% | 58.3%-29.4pp | 69.6%-40.7pp | 68.1%-39.2pp |
| Annual return | 17.88% | 61.85%-44.0pp | 439.23%-421.3pp | 41.64%-23.8pp |
| Employer contribution / active EE | $694 | $1,510-54.0% | $3,475-80.0% | $2,551-72.8% |
| Participant deferral / active EE | $1,318 | $2,627-49.8% | $3,999-67.1% | $4,139-68.2% |
| Admin fee / account holder | $551 | $4,363-87.4% | $5,696-90.3% | $7,234-92.4% |