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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 | $52,353-27.9% | $120,225-68.6% | $82,448-54.2% |
| Participation rate | 35.5% | 58.3%-22.8pp | 69.6%-34.1pp | 68.1%-32.5pp |
| Annual return | 17.14% | 61.85%-44.7pp | 439.23%-422.1pp | 41.64%-24.5pp |
| Employer contribution / active EE | $437 | $1,510-71.0% | $3,475-87.4% | $2,551-82.9% |
| Participant deferral / active EE | $2,157 | $2,627-17.9% | $3,999-46.1% | $4,139-47.9% |
| Admin fee / account holder | $2,670 | $4,363-38.8% | $5,696-53.1% | $7,234-63.1% |