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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 | $56,431-43.9% | $130,788-75.8% | $87,485-63.8% |
| Participation rate | 29.1% | 58.9%-29.8pp | 70.1%-41.0pp | 68.9%-39.8pp |
| Annual return | 16.45% | 91.27%-74.8pp | 386.44%-370.0pp | 26.06%-9.6pp |
| Employer contribution / active EE | $493 | $1,549-68.2% | $3,558-86.1% | $2,596-81.0% |
| Participant deferral / active EE | $1,378 | $2,749-49.9% | $4,137-66.7% | $4,274-67.7% |
| Admin fee / account holder | $1,041 | $4,433-76.5% | $6,673-84.4% | $7,775-86.6% |