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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 | $29,085 | $99,995-70.9% | $85,063-65.8% | $145,978-80.1% |
| Participation rate | 43.5% | 74.1%-30.6pp | 67.5%-24.0pp | 80.3%-36.8pp |
| Annual return | 11.69% | 83.99%-72.3pp | 66.54%-54.8pp | 550.52%-538.8pp |
| Employer contribution / active EE | $1,043 | $3,231-67.7% | $2,727-61.7% | $4,662-77.6% |
| Participant deferral / active EE | $2,806 | $5,295-47.0% | $4,523-38.0% | $6,690-58.1% |
| Admin fee / account holder | $1,508 | $7,255-79.2% | $6,155-75.5% | $13,400-88.7% |