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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 | $33,773 | $72,486-53.4% | $87,103-61.2% | $72,976-53.7% |
| Participation rate | 28.7% | 72.8%-44.1pp | 76.9%-48.2pp | 69.5%-40.8pp |
| Annual return | 312.98% | 24.46%+288.5pp | 28.19%+284.8pp | 81.02%+232.0pp |
| Employer contribution / active EE | $718 | $1,894-62.1% | $2,521-71.5% | $2,440-70.6% |
| Participant deferral / active EE | $1,550 | $3,270-52.6% | $4,049-61.7% | $3,608-57.0% |
| Admin fee / account holder | $1,031 | $5,055-79.6% | $7,491-86.2% | $5,124-79.9% |