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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 | $31,649 | $52,353-39.5% | $120,225-73.7% | $82,448-61.6% |
| Participation rate | 29.1% | 58.3%-29.2pp | 69.6%-40.5pp | 68.1%-39.0pp |
| Annual return | 16.45% | 61.85%-45.4pp | 439.23%-422.8pp | 41.64%-25.2pp |
| Employer contribution / active EE | $493 | $1,510-67.3% | $3,475-85.8% | $2,551-80.7% |
| Participant deferral / active EE | $1,378 | $2,627-47.5% | $3,999-65.5% | $4,139-66.7% |
| Admin fee / account holder | $1,041 | $4,363-76.1% | $5,696-81.7% | $7,234-85.6% |