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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 | $30,566 | $37,446-18.4% | $77,513-60.6% | $79,852-61.7% |
| Participation rate | 18.8% | 41.5%-22.8pp | 54.2%-35.4pp | 69.6%-50.9pp |
| Annual return | 0.00% | 39.76%-39.8pp | 54.81%-54.8pp | 31.72%-31.7pp |
| Employer contribution / active EE | $400 | $637-37.3% | $987-59.5% | $2,471-83.8% |
| Participant deferral / active EE | $1,151 | $1,261-8.7% | $1,861-38.2% | $3,740-69.2% |
| Admin fee / account holder | $331 | $2,506-86.8% | $2,859-88.4% | $5,306-93.8% |