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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 | $33,139 | $85,766-61.4% | $136,298-75.7% | $70,126-52.7% |
| Participation rate | 36.4% | 74.2%-37.8pp | 81.9%-45.6pp | 69.5%-33.2pp |
| Annual return | 18.13% | 31.46%-13.3pp | 5156.27%-5138.1pp | 73.15%-55.0pp |
| Employer contribution / active EE | $1,270 | $2,966-57.2% | $4,696-72.9% | $2,343-45.8% |
| Participant deferral / active EE | $3,144 | $5,051-37.8% | $6,247-49.7% | $3,332-5.6% |
| Admin fee / account holder | $635 | $5,421-88.3% | $9,244-93.1% | $4,645-86.3% |