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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 | $34,769 | $51,638-32.7% | $68,368-49.1% | $82,448-57.8% |
| Participation rate | 17.9% | 63.6%-45.7pp | 73.8%-55.8pp | 68.1%-50.1pp |
| Annual return | 19.75% | 37.53%-17.8pp | 292.57%-272.8pp | 41.64%-21.9pp |
| Employer contribution / active EE | $595 | $2,047-70.9% | $2,649-77.6% | $2,551-76.7% |
| Participant deferral / active EE | $1,295 | $2,914-55.5% | $4,123-68.6% | $4,139-68.7% |
| Admin fee / account holder | $501 | $4,643-89.2% | $5,150-90.3% | $7,234-93.1% |