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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 | $37,728 | $56,431-33.1% | $130,788-71.2% | $87,485-56.9% |
| Participation rate | 35.5% | 58.9%-23.4pp | 70.1%-34.6pp | 68.9%-33.4pp |
| Annual return | 17.14% | 91.27%-74.1pp | 386.44%-369.3pp | 26.06%-8.9pp |
| Employer contribution / active EE | $437 | $1,549-71.8% | $3,558-87.7% | $2,596-83.2% |
| Participant deferral / active EE | $2,157 | $2,749-21.5% | $4,137-47.9% | $4,274-49.5% |
| Admin fee / account holder | $2,670 | $4,433-39.8% | $6,673-60.0% | $7,775-65.7% |