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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 | $34,566 | $63,346-45.4% | $92,239-62.5% | $70,124-50.7% |
| Participation rate | 28.0% | 68.7%-40.6pp | 76.5%-48.4pp | 69.5%-41.5pp |
| Annual return | 15.04% | 530.19%-515.2pp | 176.29%-161.3pp | 73.14%-58.1pp |
| Employer contribution / active EE | $1,058 | $2,471-57.2% | $3,680-71.3% | $2,342-54.9% |
| Participant deferral / active EE | $1,644 | $2,854-42.4% | $3,897-57.8% | $3,332-50.6% |
| Admin fee / account holder | $666 | $3,841-82.7% | $5,194-87.2% | $4,645-85.7% |