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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 | $34,744 | $110,629-68.6% | $80,784-57.0% | $167,553-79.3% |
| Participation rate | 21.1% | 64.0%-42.9pp | 54.2%-33.1pp | 82.1%-61.1pp |
| Annual return | 7.40% | 120.58%-113.2pp | 87.31%-79.9pp | 478.89%-471.5pp |
| Employer contribution / active EE | $724 | $1,543-53.1% | $1,160-37.6% | $4,840-85.0% |
| Participant deferral / active EE | $1,410 | $2,871-50.9% | $2,145-34.3% | $6,343-77.8% |
| Admin fee / account holder | $321 | $4,547-92.9% | $3,380-90.5% | $12,316-97.4% |