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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 | $39,265 | $99,652-60.6% | $78,778-50.2% | $147,586-73.4% |
| Participation rate | 31.8% | 76.2%-44.4pp | 69.2%-37.4pp | 82.8%-51.0pp |
| Annual return | 16.36% | 47.28%-30.9pp | 35.62%-19.3pp | 578.59%-562.2pp |
| Employer contribution / active EE | $501 | $2,796-82.1% | $1,986-74.8% | $4,876-89.7% |
| Participant deferral / active EE | $3,393 | $3,664-7.4% | $2,958+14.7% | $5,439-37.6% |
| Admin fee / account holder | $1,354 | $7,155-81.1% | $5,134-73.6% | $10,886-87.6% |